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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
926
CWA Asset Management Group
Florida
$658K +$631K +3,466 New
GSWM
927
Greenup Street Wealth Management
Michigan
$657K -$12.8K -70 -2%
MIAS
928
Mason Investment Advisory Services
Virginia
$655K +$3.28K +18 +0.5%
AA
929
Auxano Advisors
Washington
$653K – – –
FIA
930
Foundations Investment Advisors
Arizona
$653K +$75.1K +412 +14%
CPIA
931
Cornell Pochily Investment Advisors
New York
$648K +$36.4K +200 +6%
CGPCS
932
Capital Group Private Client Services
California
$648K -$9.84K -54 -2%
PCG
933
Prosperity Consulting Group
Maryland
$643K -$120K -661 -16%
LIM
934
Leavell Investment Management
Alabama
$641K – – –
RIM
935
Rockbridge Investment Management
New York
$640K +$12.4K +68 +2%
MIM
936
Miller Investment Management
Pennsylvania
$639K – – –
MAS
937
Meeder Advisory Services
Ohio
$639K +$45.4K +249 +8%
TAM
938
Titleist Asset Management
Texas
$635K +$30.2K +166 +5%
MWM
939
Melfa Wealth Management
Massachusetts
$632K – – –
BFPW
940
BOK Financial Private Wealth
Colorado
$632K – – –
CCG
941
Catalina Capital Group
California
$628K +$25.5K +140 +4%
SPC
942
Sigma Planning Corp
Michigan
$627K -$4.37K -24 -0.7%
CST
943
Charles Schwab Trust
Nevada
$625K – – –
FCFC
944
First Commonwealth Financial Corp
Pennsylvania
$625K +$274K +1,504 +84%
MPWT
945
MassMutual Private Wealth & Trust
Connecticut
$620K -$95.5K -524 -14%
TA
946
TFB Advisors
Kansas
$616K -$10.6K -58 -2%
TYCC
947
Texas Yale Capital Corp
Florida
$615K +$590K +3,240 New
GG
948
Greenwood Gearhart
Arkansas
$610K +$9.84K +54 +2%
PWMG
949
Pinnacle Wealth Management Group
Michigan
$609K -$4.29M -23,575 -88%
UB
950
Umpqua Bank
Oregon
$608K +$257K +1,411 +79%
36 37
38
39 40