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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
901
Park Place Capital
Alabama
$1.03M -$1.1M -5,030 -51%
RVM
902
Robinson Value Management
Texas
$1.02M +$42K +192 +4%
HP
903
Holistic Planning
Texas
$1.02M -$58.7K -268 -5%
IFG
904
Independent Financial Group
California
$1.01M +$2.19K +10 +0.2%
BHBT
905
Burke & Herbert Bank & Trust
Virginia
$1.01M – – –
WP
906
WealthShield Partners
North Carolina
$1.01M -$253K -1,153 -20%
EWA
907
Elevate Wealth Advisory
Georgia
$1.01M -$33.7K -154 -3%
AWMM
908
Aegis Wealth Management (Maryland)
Maryland
$1M – – –
HBW
909
Hazlett, Burt & Watson
West Virginia
$1M +$219 +1 +0%
JSSH
910
J. Safra Sarasin Holding
$998K – – –
EL
911
ES4 LLC
California
$991K +$3.94K +18 +0.4%
MW
912
MBL Wealth
North Carolina
$990K – – –
PG
913
Patten Group
Tennessee
$987K -$29.3K -134 -3%
CGPCS
914
Capital Group Private Client Services
California
$984K +$173K +791 +21%
KIM
915
Kestra Investment Management
Texas
$982K +$451K +2,058 +81%
AGC
916
Aspen Grove Capital
Colorado
$979K +$14.7K +67 +1%
WCFA
917
Walkner Condon Financial Advisors
Wisconsin
$978K -$41.6K -190 -4%
AWM
918
Accurate Wealth Management
Florida
$973K – – –
COCM
919
Charter Oak Capital Management
New Hampshire
$973K +$163K +744 +20%
GPA
920
Guidance Point Advisors
Massachusetts
$973K +$3.29K +15 +0.3%
MWM
921
MOR Wealth Management
Pennsylvania
$972K – – –
RSWM
922
Robertson Stephens Wealth Management
California
$972K -$18.8K -86 -2%
WWM
923
Woodside Wealth Management
Massachusetts
$969K -$28.5K -130 -3%
FBT
924
First Bank & Trust
South Dakota
$966K -$19.3K -88 -2%
RIG
925
RiverFront Investment Group
Virginia
$963K +$42.3K +193 +4%
35 36
37
38 39