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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
901
Capital City Trust
Florida
$487K – – –
TCWA
902
Ten Capital Wealth Advisors
Washington
$487K – – –
BFS
903
Beacon Financial Strategies
North Carolina
$485K +$463 +3 +0.1%
CSWM
904
Cassady Schiller Wealth Management
Ohio
$483K +$456K +2,950 +1,272%
TW
905
Transform Wealth
Colorado
$483K +$85.6K +554 +21%
CNC
906
Citizens & Northern Corp
Pennsylvania
$480K – – –
TA
907
TrueWealth Advisors
Alabama
$479K +$463 +3 +0.1%
TAM
908
Titleist Asset Management
Texas
$479K +$486K +3,146 New
TCM
909
Towercrest Capital Management
Pennsylvania
$477K – – –
BSA
910
Braun Stacey Associates
New York
$476K +$228K +1,477 +90%
WF
911
Welch & Forbes
Massachusetts
$474K -$23.9K -155 -5%
MSAM
912
Moloney Securities Asset Management
Missouri
$473K +$9.27K +60 +2%
SFG
913
Sovereign Financial Group
Connecticut
$472K -$3.71K -24 -0.8%
MCM
914
Manchester Capital Management
Vermont
$472K -$664K -4,300 -58%
CA
915
Calton & Associates
Florida
$471K -$143K -926 -23%
BAM
916
Belpointe Asset Management
Nevada
$470K -$44.8K -290 -9%
LA
917
Legacy Advisors
Pennsylvania
$469K +$136K +880 +40%
SHGA
918
Sand Hill Global Advisors
California
$469K -$226K -1,464 -32%
DDPIC
919
Deroy & Devereaux Private Investment Counsel
Michigan
$460K – – –
DC
920
Davenport & Co
Virginia
$457K -$71.5K -463 -13%
PP
921
PrairieView Partners
Minnesota
$457K -$4.17K -27 -0.9%
BCM
922
Buckhead Capital Management
Georgia
$457K -$131K -850 -22%
CIP
923
Capital Insight Partners
Arizona
$454K – – –
FIM
924
Fernwood Investment Management
Massachusetts
$452K -$20.1K -130 -4%
SCM
925
Schnieders Capital Management
California
$451K – – –
35 36
37
38 39