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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
876
PKS Advisory Services
New York
$860K +$41.7K +225 +5%
CA
877
Crumly & Associates
Illinois
$856K +$817K +4,409 New
MGIA
878
Matthew Goff Investment Advisor
Texas
$852K – – –
RW
879
Regimen Wealth
Georgia
$852K -$20.6K -111 -2%
RB
880
Renasant Bank
Mississippi
$851K – – –
CB
881
Cadence Bank
Mississippi
$850K -$1.11K -6 -0.1%
MPWT
882
MassMutual Private Wealth & Trust
Connecticut
$845K +$19.1K +103 +2%
TAM
883
Titleist Asset Management
Texas
$844K +$60.4K +326 +8%
FHA
884
Flagship Harbor Advisors
Massachusetts
$843K +$12.4K +67 +2%
MA
885
Mezzasalma Advisors
New Jersey
$842K – – –
PAM
886
Palisade Asset Management
Minnesota
$839K – – –
NF
887
Nvest Financial
New Hampshire
$838K +$1.48K +8 +0.2%
HFS
888
Hoge Financial Services
Pennsylvania
$837K -$33.7K -182 -4%
MPW
889
Magnolia Private Wealth
Pennsylvania
$837K -$45.6K -246 -5%
IFG
890
Independent Financial Group
California
$832K -$9.82K -53 -1%
CGPCS
891
Capital Group Private Client Services
California
$828K -$4.82K -26 -0.6%
IWP
892
Invenio Wealth Partners
Florida
$824K – – –
BC
893
Barnett & Company
Tennessee
$824K -$5.37K -29 -0.7%
FAIM
894
Financial Advocates Investment Management
Washington
$822K -$139K -749 -13%
EA
895
Evergreen Advisors
Tennessee
$821K +$27K +146 +4%
AFG
896
ABLE Financial Group
Arizona
$816K -$128K -690 -14%
JIR
897
James Investment Research
Ohio
$815K -$108K -581 -12%
PCMC
898
Paragon Capital Management (Colorado)
Colorado
$814K +$926 +5 +0.1%
CFO
899
CVA Family Office
Colorado
$812K – – –
WPC
900
Wedmont Private Capital
Pennsylvania
$808K +$6.48K +35 +0.9%
34 35
36
37 38