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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
901
TrueWealth Advisors
Alabama
$511K – – –
MCA
902
Magnolia Capital Advisors
Mississippi
$510K -$487K -2,964 -49%
FC
903
Ferris Capital
Massachusetts
$510K -$45.5K -277 -8%
NWM
904
Northwest Wealth Management
Iowa
$510K -$7.55K -46 -1%
HGERS
905
Householder Group Estate & Retirement Specialist
Arizona
$510K +$1.31K +8 +0.3%
MPWT
906
MassMutual Private Wealth & Trust
Connecticut
$509K -$14K -85 -3%
SFG
907
Sovereign Financial Group
Connecticut
$506K +$10.3K +63 +2%
SW
908
SteelPeak Wealth
California
$506K +$16.8K +102 +3%
EWP
909
Engrave Wealth Partners
Texas
$505K – – –
WP
910
WealthPLAN Partners
Nebraska
$503K – – –
WIM
911
WealthPlan Investment Management
Nebraska
$503K +$528K +3,215 New
FPCG
912
Fort Pitt Capital Group
Pennsylvania
$502K -$130K -791 -21%
SHGA
913
Sand Hill Global Advisors
California
$501K -$36.8K -224 -7%
FSA
914
Financial Services Advisory
Maryland
$501K +$985 +6 +0.2%
LTL
915
Lowery Thomas LLC
California
$498K +$2.13K +13 +0.4%
MSAM
916
Moloney Securities Asset Management
Missouri
$492K -$8.38K -51 -2%
BWA
917
BDO Wealth Advisors
Florida
$492K +$19.9K +121 +4%
AIM
918
Arcadia Investment Management
Michigan
$490K -$414K -2,520 -46%
VAS
919
Vestmark Advisory Solutions
Massachusetts
$489K -$2.02M -12,321 -81%
PG
920
Patten Group
Tennessee
$489K +$15.9K +97 +3%
TSWM
921
Triangle Securities Wealth Management
North Carolina
$488K -$657 -4 -0.1%
BFA
922
Bragg Financial Advisors
North Carolina
$487K +$50.1K +305 +12%
NL
923
Navalign LLC
California
$486K -$152K -927 -23%
SCP
924
Syntal Capital Partners
Texas
$485K -$773K -4,707 -62%
FPOC
925
Financial Planners of Cleveland
Ohio
$485K -$561K -3,416 -54%
35 36
37
38 39