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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
901
TritonPoint Wealth
Maryland
$615K +$574K +3,719 New
BWA
902
Bordeaux Wealth Advisors
California
$612K – – –
BA
903
Ballew Advisors
Mississippi
$608K – – –
AFC
904
AFT Forsyth & Company
Florida
$606K +$2.32K +15 +0.4%
PAG
905
Paladin Advisory Group
Iowa
$605K – – –
FA
906
Fiducient Advisors
Illinois
$605K -$998K -6,463 -64%
BFWA
907
Benchmark Financial Wealth Advisors
Florida
$604K +$11K +71 +2%
RA
908
Rodgers & Associates
Pennsylvania
$602K +$300K +1,945 +115%
PIA
909
Perennial Investment Advisors
California
$601K -$253K -1,636 -31%
LSPW
910
Lake Street Private Wealth
Illinois
$600K +$2.78K +18 +0.5%
MWAM
911
Manhattan West Asset Management
California
$600K -$11.3K -73 -2%
LWL
912
Leo Wealth LLC
Texas
$598K +$553K +3,584 New
CSPAM
913
Cary Street Partners Asset Management
Virginia
$598K -$511K -3,310 -48%
CWA
914
CM Wealth Advisors
Ohio
$597K – – –
SFP
915
Strategic Financial Partners
Oregon
$597K – – –
AT
916
Arden Trust
Delaware
$596K -$3.86K -25 -0.7%
HA
917
Hanover Advisors
South Carolina
$596K +$557K +3,604 New
WP
918
Westmount Partners
California
$595K +$154 +1 +0%
MAA
919
Matrix Asset Advisors
New York
$593K +$75.4K +488 +16%
PWMAG
920
Pinnacle Wealth Management Advisory Group
New Jersey
$591K -$39.4K -255 -7%
CWM
921
Calamos Wealth Management
Illinois
$591K -$153K -991 -22%
COCM
922
Charter Oak Capital Management
New Hampshire
$590K – – –
FGG
923
Financial Guidance Group
Florida
$589K – – –
OWA
924
Opal Wealth Advisors
New York
$588K +$549K +3,558 New
GFS
925
GYL Financial Synergies
Connecticut
$587K -$11.6K -75 -2%
35 36
37
38 39