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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
876
Berger Financial Group
Minnesota
$661K -$15.3K -99 -2%
AWM
877
Atticus Wealth Management
Florida
$660K -$133K -858 -18%
WP
878
WMS Partners
Maryland
$658K -$119K -769 -16%
CIAS
879
Capital Investment Advisory Services
North Carolina
$657K +$618 +4 +0.1%
S
880
Sunpointe
Missouri
$653K +$610K +3,952 New
JCM
881
Janney Capital Management
Pennsylvania
$652K +$610K +3,947 New
NF
882
Nvest Financial
New Hampshire
$648K -$1.39K -9 -0.2%
RVM
883
Robinson Value Management
Texas
$647K +$927 +6 +0.2%
LWA
884
LWS Wealth Advisors
New Jersey
$646K -$11.1K -72 -2%
RRAM
885
River Road Asset Management
Kentucky
$642K +$600K +3,885 New
OAM
886
Occidental Asset Management
California
$637K -$16.1K -104 -3%
RBC
887
Roble Belko & Company
Pennsylvania
$636K – – –
IAS
888
Investment Advisory Services
Texas
$635K +$593K +3,842 New
VCM
889
Vivaldi Capital Management
Illinois
$635K +$10.3K +67 +2%
EFMC
890
Empire Financial Management Company
New York
$634K – – –
LFS
891
Lutz Financial Services
Nebraska
$632K – – –
GI
892
Gradient Investments
Minnesota
$632K +$158K +1,025 +37%
BWP
893
BSW Wealth Partners
Colorado
$631K – – –
BCP
894
Berkeley Capital Partners
Georgia
$631K +$36.1K +234 +7%
DWM
895
Defined Wealth Management
Oregon
$627K +$586K +3,795 New
SLG
896
Stanley-Laman Group
Pennsylvania
$627K +$2.32K +15 +0.4%
HC
897
Hamilton Capital
Ohio
$624K +$171K +1,109 +42%
CWP
898
Curated Wealth Partners
California
$624K +$583K +3,777 New
TSS
899
Two Sigma Securities
New York
$618K +$271K +1,756 +89%
CD
900
Chapin Davis
Maryland
$615K -$6.79K -44 -1%
34 35
36
37 38