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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
901
AFT Forsyth & Company
Florida
$696K +$1.27K +7 +0.2%
ACS
902
Archford Capital Strategies
Illinois
$696K – – –
WP
903
Westmount Partners
California
$695K – – –
PIA
904
Perennial Investment Advisors
California
$692K +$911 +5 +0.1%
WTA
905
Washington Trust Advisors
Massachusetts
$688K +$28.6K +157 +5%
MSFS
906
Main Street Financial Solutions
Pennsylvania
$687K +$26.6K +146 +4%
BW
907
Bison Wealth
Georgia
$687K +$285K +1,564 +76%
ACGA
908
Atlanta Consulting Group Advisors
Georgia
$685K -$1.27M -6,980 -66%
HA
909
Hanover Advisors
South Carolina
$684K – – –
BA
910
Ballew Advisors
Mississippi
$682K – – –
GFS
911
GYL Financial Synergies
Connecticut
$678K -$14.4K -79 -2%
HBW
912
Hazlett, Burt & Watson
West Virginia
$677K +$269K +1,479 +71%
OWA
913
One Wealth Advisors
California
$675K – – –
IBOK
914
Independence Bank of Kentucky
Kentucky
$674K -$8.38K -46 -1%
FGG
915
Financial Guidance Group
Florida
$672K -$3.64K -20 -0.6%
IWM
916
Iams Wealth Management
Nebraska
$672K +$19.1K +105 +3%
HS
917
Horan Securities
United States
$671K -$32.1K -176 -5%
BCM
918
Bourgeon Capital Management
Connecticut
$670K – – –
AIC
919
Archer Investment Corporation
Indiana
$669K -$4.74K -26 -0.7%
SOS
920
Silver Oak Securities
Tennessee
$668K +$619K +3,400 +2,595%
WW
921
Waterfront Wealth
Kansas
$668K +$33.7K +185 +6%
LCM
922
Lunt Capital Management
Utah
$668K – – –
ACP
923
Aveo Capital Partners
Colorado
$662K -$4.13M -22,664 -87%
WF
924
Warner Financial
Maryland
$662K +$2.92K +16 +0.5%
WI
925
WrapManager Inc
California
$658K -$17.9K -98 -3%
35 36
37
38 39