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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
876
RWA Wealth Partners
Massachusetts
$542K -$2.75K -18 -0.5%
IFG
877
Independent Financial Group
California
$534K – – –
PEA
878
Park Edge Advisors
Ohio
$530K -$76.3K -499 -13%
BA
879
Bristlecone Advisors
Washington
$530K – – –
JF
880
JSF Financial
California
$529K -$26.3K -172 -5%
SIA
881
Schechter Investment Advisors
Michigan
$528K -$477K -3,122 -48%
RIM
882
Rockbridge Investment Management
New York
$527K +$153 +1 +0%
MMA
883
Miracle Mile Advisors
California
$525K -$53.2K -348 -9%
EWM
884
Echo Wealth Management
Minnesota
$524K -$76.6K -501 -13%
AA
885
Auxano Advisors
Washington
$524K – – –
SFG
886
Sovereign Financial Group
Connecticut
$522K +$31.6K +207 +7%
FC
887
Forte Capital
New York
$521K +$76.4K +500 +18%
EIP
888
Ellis Investment Partners
Pennsylvania
$521K -$21.3K -139 -4%
QPWM
889
Quadrant Private Wealth Management
Pennsylvania
$520K -$4.74K -31 -0.9%
WFAG
890
Wescott Financial Advisory Group
Pennsylvania
$519K +$764 +5 +0.2%
AFG
891
Allegheny Financial Group
Pennsylvania
$519K -$435K -2,847 -46%
OHWP
892
Oak Harbor Wealth Partners
North Carolina
$517K – – –
WF
893
Warner Financial
Maryland
$517K +$1.68K +11 +0.3%
GWS
894
Glassman Wealth Services
Virginia
$514K – – –
GGS
895
Galvin Gaustad & Stein
Arizona
$510K -$46.3K -303 -9%
ECM
896
Evergreen Capital Management
Washington
$509K – – –
WP
897
WealthPLAN Partners
Nebraska
$507K – – –
CCT
898
Capital City Trust
Florida
$505K – – –
BFS
899
Beacon Financial Strategies
North Carolina
$503K +$459 +3 +0.1%
AT
900
American Trust
Kentucky
$502K -$162K -1,061 -25%
34 35
36
37 38