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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LT
901
Legacy Trust
Michigan
$1.09M +$98.7K +478 +10%
EI
902
Ellevest Inc
New York
$1.09M – – –
HAG
903
HighPoint Advisor Group
Illinois
$1.09M +$1.07M +5,160 New
BWA
904
BlueChip Wealth Advisors
Georgia
$1.08M -$11.8K -57 -1%
BWP
905
BSW Wealth Partners
Colorado
$1.08M – – –
KCM
906
Kornitzer Capital Management
Kansas
$1.08M -$401K -1,940 -27%
BF
907
Bonfire Financial
Colorado
$1.08M +$5.16K +25 +0.5%
RA
908
Rodgers & Associates
Pennsylvania
$1.07M +$210K +1,016 +25%
SCI
909
S&CO Inc
Massachusetts
$1.06M – – –
FA
910
Fiducient Advisors
Illinois
$1.06M -$431K -2,086 -29%
HP
911
Holistic Planning
Texas
$1.06M -$12K -58 -1%
TCM
912
Tassel Capital Management
North Carolina
$1.06M +$4.96K +24 +0.5%
BA
913
Bridgewater Advisors
New York
$1.06M +$31.4K +152 +3%
BFA
914
Beaumont Financial Advisors
Massachusetts
$1.05M +$1.45K +7 +0.1%
HC
915
Hoese & Co
Minnesota
$1.04M – – –
SPC
916
Sigma Planning Corp
Michigan
$1.03M +$184K +891 +22%
SP
917
Symmetry Partners
Connecticut
$1.03M -$10.5K -51 -1%
EWA
918
Elevate Wealth Advisory
Georgia
$1.02M +$826 +4 +0.1%
NRC
919
New Republic Capital
North Carolina
$1.02M +$531K +2,572 +112%
NF
920
Nvest Financial
New Hampshire
$1.02M +$673K +3,258 +206%
WWP
921
Wise Wealth Partners
Arizona
$1.01M +$43.4K +210 +5%
JSSH
922
J. Safra Sarasin Holding
$1.01M – – –
TFGT
923
TS Financial Group (TSFG)
Illinois
$1.01M -$126K -610 -11%
PMFA
924
Plante Moran Financial Advisors
Michigan
$1.01M +$26.4K +128 +3%
WCFA
925
Walkner Condon Financial Advisors
Wisconsin
$1M +$44.4K +215 +5%
35 36
37
38 39