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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
901
Patten Group
Tennessee
$459K +$25.2K +161 +5%
FTC
902
Farmers Trust Company
Ohio
$458K – – –
SFG
903
Sovereign Financial Group
Connecticut
$458K +$16.9K +108 +4%
CNC
904
Citizens & Northern Corp
Pennsylvania
$457K – – –
TW
905
Transform Wealth
Colorado
$457K +$37.5K +240 +8%
TCM
906
Towercrest Capital Management
Pennsylvania
$455K -$20.6K -132 -4%
RIM
907
Rockbridge Investment Management
New York
$453K -$514K -3,289 -51%
TA
908
TrueWealth Advisors
Alabama
$453K +$12K +77 +3%
KIA
909
KCM Investment Advisors
California
$451K -$90.3K -577 -16%
GFS
910
GYL Financial Synergies
Connecticut
$451K +$1.41K +9 +0.3%
FIM
911
Fernwood Investment Management
Massachusetts
$449K – – –
NL
912
Navalign LLC
California
$444K – – –
PCMC
913
Private Capital Management (Colorado)
Colorado
$441K – – –
WLPWM
914
Walled Lake Planning & Wealth Management
Illinois
$440K -$14.2K -91 -3%
IA
915
Insight Advisors
Pennsylvania
$439K +$9.23K +59 +2%
LIM
916
Leavell Investment Management
Alabama
$439K +$41.6K +266 +10%
MSAM
917
Moloney Securities Asset Management
Missouri
$435K +$5.94K +38 +1%
RWP
918
RWA Wealth Partners
Massachusetts
$433K +$29.1K +186 +7%
SPP
919
Single Point Partners
Massachusetts
$431K -$653K -4,177 -58%
TSWM
920
Triangle Securities Wealth Management
North Carolina
$431K +$5.01K +32 +1%
PIA
921
Perennial Investment Advisors
California
$431K +$49.6K +317 +12%
MPWT
922
MassMutual Private Wealth & Trust
Connecticut
$430K -$15.6K -100 -3%
SW
923
SteelPeak Wealth
California
$424K -$18.3K -117 -4%
SCP
924
Syntal Capital Partners
Texas
$424K – – –
WCM
925
WealthBridge Capital Management
Ohio
$424K +$25.5K +163 +6%
35 36
37
38 39