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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
901
Nicolet Advisory Services
Wisconsin
$381K – – –
CPIA
902
Cornell Pochily Investment Advisors
New York
$380K – – –
NPF
903
Norris Perne & French
Michigan
$380K +$1.28K +8 +0.3%
UWM
904
USAdvisors Wealth Management
Minnesota
$380K +$36.7K +229 +10%
TCA
905
Transcend Capital Advisors
New Jersey
$380K +$142K +887 +63%
BFA
906
Beaumont Financial Advisors
Massachusetts
$378K -$653K -4,070 -62%
MC
907
Matisse Capital
Oregon
$376K -$219K -1,364 -36%
KWM
908
Keebeck Wealth Management
Illinois
$373K – – –
SBL
909
Sargent Bickham Lagudis
Colorado
$373K +$1.28K +8 +0.3%
EDRH
910
Edmond de Rothschild Holding
Switzerland
$372K -$2.28M -14,216 -86%
EVC
911
Eidelman Virant Capital
Missouri
$372K +$160 +1 +0%
LWM
912
Liberty Wealth Management
California
$372K +$151K +943 +69%
JFA
913
JNBA Financial Advisors
Minnesota
$369K +$36.4K +227 +11%
IAA
914
Independent Advisor Alliance
North Carolina
$368K -$1.76K -11 -0.5%
MFS
915
McNamara Financial Services
Massachusetts
$367K -$27.4K -171 -7%
WMA
916
Wealth Management Associates
New Jersey
$366K -$31.1K -194 -8%
ACM
917
AlphaStar Capital Management
North Carolina
$366K +$356K +2,219 New
IBOK
918
Independence Bank of Kentucky
Kentucky
$365K – – –
ST
919
Spinnaker Trust
Maine
$365K – – –
HP
920
HT Partners
Connecticut
$363K – – –
AIC
921
Archer Investment Corporation
Indiana
$362K – – –
FA
922
Financial Advisors
Massachusetts
$360K – – –
APSP
923
Asset Planning Services (Pennsylvania)
Pennsylvania
$360K +$1.92K +12 +0.5%
BCV
924
Banque Cantonale Vaudoise
Switzerland
$360K +$369K +2,300 New
MWA
925
Meridian Wealth Advisors
Texas
$356K -$23.6K -147 -6%
35 36
37
38 39