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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
926
Sovereign Financial Group
Connecticut
$501K +$489K +2,985 New
NCM
927
Narwhal Capital Management
Georgia
$499K – – –
IA
928
IFG Advisory
Georgia
$497K +$64.4K +393 +15%
SFA
929
Source Financial Advisors
New York
$497K +$485K +2,958 New
TSWM
930
Triangle Securities Wealth Management
North Carolina
$494K – – –
SW
931
SteelPeak Wealth
California
$494K +$74.7K +456 +18%
IA
932
Insight Advisors
Pennsylvania
$493K – – –
FFA
933
Fi3 Financial Advisors
Indiana
$490K +$49.2K +300 +11%
TW
934
Transform Wealth
Colorado
$489K -$19K -116 -4%
FC
935
Forte Capital
New York
$485K -$2.46K -15 -0.5%
OFA
936
Oak Family Advisors
Illinois
$485K +$38.8K +237 +9%
RCG
937
Resource Consulting Group
Florida
$484K +$473K +2,885 New
RIA
938
Regal Investment Advisors
Michigan
$481K +$123K +753 +36%
HF
939
HRT Financial
New York
$480K -$189K -1,156 -29%
PG
940
Patten Group
Tennessee
$479K -$85.9K -524 -16%
OPW
941
Oxler Private Wealth
New York
$479K +$1.97K +12 +0.4%
BWA
942
BDO Wealth Advisors
Florida
$478K +$415K +2,535 +815%
TAM
943
Townsend Asset Management
North Carolina
$477K +$2.62K +16 +0.6%
BAS
944
Brown Advisory Securities
Maryland
$476K -$154K -940 -25%
ESB
945
Essex Savings Bank
Connecticut
$476K +$67.5K +412 +17%
CT
946
Caldwell Trust
Florida
$475K – – –
FNT
947
First National Trust
Pennsylvania
$475K – – –
OHWP
948
Oak Harbor Wealth Partners
North Carolina
$471K +$460K +2,805 New
CCM
949
Covington Capital Management
California
$470K -$56.4K -344 -11%
HWA
950
HCR Wealth Advisors
California
$466K -$75.9K -463 -14%
36 37
38
39 40