We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HBWM
951
Hollow Brook Wealth Management
New York
$213K +$206K +1,560 New
JG
952
Jefferies Group
New York
$212K +$205K +1,554 New
1WA
953
180 Wealth Advisors
Washington
$210K +$202K +1,530 New
CIC
954
Cutler Investment Counsel
Oregon
$208K +$201K +1,525 New
AP
955
Advisor Partners
California
$207K +$198K +1,506 New
MFW
956
Meristem Family Wealth
Minnesota
$207K +$200K +1,517 New
BP
957
BBR Partners
New York
$206K +$199K +1,508 New
PWA
958
Peterson Wealth Advisors
Utah
$205K -$174K -1,321 -47%
EWA
959
ERTS Wealth Advisors
Michigan
$205K +$198K +1,503 New
AIP
960
Almanack Investment Partners
Pennsylvania
$203K +$196K +1,490 New
DY
961
Dowling & Yahnke
California
$202K -$55.4K -420 -22%
LWM
962
Laidlaw Wealth Management
New York
$202K +$195K +1,478 New
HWM
963
Howard Wealth Management
Connecticut
$202K +$196K +1,485 New
DWM
964
Darwin Wealth Management
Florida
$201K +$194K +1,472 New
AIA
965
Armor Investment Advisors
North Carolina
$196K – – –
RFM
966
Royal Fund Management
Florida
$195K – – –
FPFS
967
First Personal Financial Services
North Carolina
$195K +$72.1K +547 +62%
EP
968
Eudaimonia Partners
Tennessee
$191K +$185K +1,403 New
MG
969
MilWealth Group
Wisconsin
$180K – – –
TSW
970
Thompson Siegel & Walmsley
Virginia
$174K -$13.3K -101 -7%
NL
971
NKCFO LLC
Illinois
$173K +$167K +1,270 New
ACM
972
Anfield Capital Management
California
$169K +$164K +1,241 New
KWM
973
Keebeck Wealth Management
Illinois
$169K +$164K +1,241 New
RFA
974
Reilly Financial Advisors
California
$165K – – –
THWM
975
Taylor Hoffman Wealth Management
Virginia
$155K -$6.72K -51 -4%
37 38
39
40 41