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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
926
TS Financial Group (TSFG)
Illinois
$348K +$13.6K +86 +4%
CAM
927
Campion Asset Management
Virginia
$348K +$348K +2,197 New
LWM
928
Lyell Wealth Management
California
$347K +$32.9K +208 +11%
S
929
Surevest
California
$344K – – –
PWW
930
Pettyjohn Wood & White
Virginia
$343K – – –
PCMC
931
Private Capital Management (Colorado)
Colorado
$340K – – –
FSA
932
Fort Sheridan Advisors
Illinois
$340K +$79.3K +501 +30%
GC
933
Gibson Capital
Pennsylvania
$338K – – –
JFA
934
JNBA Financial Advisors
Minnesota
$338K – – –
WCM
935
WealthBridge Capital Management
Ohio
$338K +$5.54K +35 +2%
SWM
936
SeaCrest Wealth Management
New York
$337K +$3.8K +24 +1%
ERWM
937
Elk River Wealth Management
Colorado
$333K – – –
CWG
938
Cornerstone Wealth Group
North Carolina
$333K +$317 +2 +0.1%
AFM
939
Andesa Financial Management
Pennsylvania
$332K – – –
PTP
940
Platform Technology Partners
New York
$328K +$327K +2,067 New
GG
941
Greenwood Gearhart
Arkansas
$326K -$86.6K -547 -21%
MFA
942
Mayflower Financial Advisors
Massachusetts
$326K -$4.91K -31 -1%
PWP
943
Principle Wealth Partners
Connecticut
$326K +$7.92K +50 +2%
SWA
944
Stratos Wealth Advisors
Ohio
$326K +$113K +715 +53%
IC
945
Inscription Capital
Texas
$326K +$326K +2,057 New
MFA
946
McClarren Financial Advisors
Pennsylvania
$325K -$48.4K -306 -13%
SCP
947
Seizert Capital Partners
Michigan
$324K – – –
RIA
948
Regal Investment Advisors
Michigan
$323K +$322K +2,036 New
LNWWM
949
Laird Norton Wetherby Wealth Management
California
$322K +$321K +2,027 New
MRCM
950
M&R Capital Management
New Jersey
$321K +$20.9K +132 +7%
36 37
38
39 40