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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
901
LongView Wealth Management
Georgia
$831K +$352K +1,768 +76%
ZF
902
Zhang Financial
Michigan
$831K +$259K +1,303 +47%
AIS
903
American Investment Services
Massachusetts
$830K – – –
AFG
904
ABLE Financial Group
Arizona
$828K -$26.7K -134 -3%
E3F
905
Eight 31 Financial
Texas
$827K – – –
CRC
906
Curi RMB Capital
Illinois
$827K +$17.7K +89 +2%
AGC
907
Aspen Grove Capital
Colorado
$826K +$807K +4,058 New
CAG
908
Crestwood Advisors Group
Massachusetts
$825K +$178K +893 +28%
KLI
909
Kelman-Lazarov Inc
Tennessee
$824K +$199 +1 +0%
RA
910
Rodgers & Associates
Pennsylvania
$824K -$4.97K -25 -0.6%
OAM
911
Occidental Asset Management
California
$822K – – –
SA
912
Sovran Advisors
California
$822K +$16.3K +82 +2%
BWP
913
Balboa Wealth Partners
Arizona
$821K -$337K -1,692 -30%
SPC
914
Sigma Planning Corp
Michigan
$817K +$152K +763 +23%
RSWM
915
Robertson Stephens Wealth Management
California
$816K – – –
AFA
916
Alpha Financial Advisors
North Carolina
$815K -$8.55K -43 -1%
LCM
917
Logan Capital Management
Pennsylvania
$814K -$301K -1,513 -27%
BAM
918
Bosun Asset Management
Illinois
$814K – – –
JIR
919
James Investment Research
Ohio
$814K -$39.4K -198 -5%
CCA
920
Cypress Capital Advisors
Tennessee
$810K – – –
CA
921
Continuum Advisory
Idaho
$806K +$4.58K +23 +0.6%
EIA
922
Edgemoor Investment Advisors
Maryland
$804K +$287K +1,445 +58%
CFO
923
CVA Family Office
Colorado
$804K -$46.7K -235 -6%
DPW
924
DiNuzzo Private Wealth
Pennsylvania
$798K – – –
DCA
925
DSG Capital Advisors
Minnesota
$795K – – –
35 36
37
38 39