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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
876
Archford Capital Strategies
Illinois
$647K -$98.5K -582 -14%
HA
877
Hanover Advisors
South Carolina
$646K – – –
LWL
878
Leo Wealth LLC
Texas
$644K +$2.2K +13 +0.4%
PWMAG
879
Pinnacle Wealth Management Advisory Group
New Jersey
$640K – – –
ACGA
880
Atlanta Consulting Group Advisors
Georgia
$640K +$604K +3,572 New
COCM
881
Charter Oak Capital Management
New Hampshire
$639K – – –
FGG
882
Financial Guidance Group
Florida
$638K – – –
OWA
883
One Wealth Advisors
California
$637K -$814K -4,811 -57%
AIC
884
Archer Investment Corporation
Indiana
$636K – – –
BCM
885
Bourgeon Capital Management
Connecticut
$632K – – –
LCM
886
Lunt Capital Management
Utah
$630K – – –
SPC
887
Sigma Planning Corp
Michigan
$629K +$196K +1,159 +49%
FSA
888
Fort Sheridan Advisors
Illinois
$624K +$83.2K +492 +16%
MSAM
889
Moloney Securities Asset Management
Missouri
$622K +$1.01K +6 +0.2%
WF
890
Warner Financial
Maryland
$620K -$2.03K -12 -0.3%
CWM
891
Calamos Wealth Management
Illinois
$619K -$20.3K -120 -3%
AA
892
Auxano Advisors
Washington
$618K +$1.86K +11 +0.3%
OWP
893
Obermeyer Wealth Partners
Colorado
$615K -$16.4K -97 -3%
MIAS
894
Mason Investment Advisory Services
Virginia
$612K -$142K -837 -20%
MSFS
895
Main Street Financial Solutions
Pennsylvania
$607K +$103K +607 +22%
SFP
896
Strategic Financial Partners
Oregon
$604K -$40.3K -238 -7%
MIM
897
Miller Investment Management
Pennsylvania
$603K -$254K -1,500 -31%
LSPW
898
Lake Street Private Wealth
Illinois
$600K -$47.9K -283 -8%
RIA
899
Regal Investment Advisors
Michigan
$598K -$6.26K -37 -1%
MWM
900
Melfa Wealth Management
Massachusetts
$596K +$563K +3,330 New
34 35
36
37 38