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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
951
Oak Harbor Wealth Partners
North Carolina
$525K -$11.2K -66 -2%
PP
952
PrairieView Partners
Minnesota
$524K -$3.72K -22 -0.7%
EWA
953
Exencial Wealth Advisors
Oklahoma
$522K -$2.54K -15 -0.5%
SFG
954
Sovereign Financial Group
Connecticut
$521K -$24K -142 -5%
EIA
955
Edgemoor Investment Advisors
Maryland
$520K – – –
BCP
956
Berkeley Capital Partners
Georgia
$520K -$155K -915 -24%
DWM
957
Dechtman Wealth Management
Colorado
$517K +$2.03K +12 +0.4%
CPIA
958
Cornell Pochily Investment Advisors
New York
$516K – – –
TWA
959
Talisman Wealth Advisors
New Jersey
$510K -$846 -5 -0.2%
WP
960
WealthPLAN Partners
Nebraska
$509K – – –
SAG
961
Spotlight Asset Group
Illinois
$507K – – –
MAWA
962
Moss Adams Wealth Advisors
Washington
$505K +$172K +1,015 +56%
PL
963
Plancorp LLC
Missouri
$505K -$5.42K -32 -1%
JF
964
JSF Financial
California
$505K +$4.23K +25 +0.9%
LCOV
965
London Company of Virginia
Virginia
$504K -$52.3M -309,115 -99%
OLA
966
Oliver Luxxe Assets
New Jersey
$500K -$108K -637 -19%
AWM
967
AAF Wealth Management
Massachusetts
$499K +$846 +5 +0.2%
FIM
968
Fernwood Investment Management
Massachusetts
$497K – – –
RIA
969
Realta Investment Advisors
Delaware
$496K +$468K +2,768 New
LNB
970
Ledyard National Bank
$494K +$194K +1,146 +71%
FFA
971
Farther Finance Advisors
California
$493K +$110K +650 +31%
OA
972
Operose Advisors
Wisconsin
$491K -$95.3K -563 -17%
CFP
973
Cascade Financial Partners
California
$489K +$482K +2,848 New
CAM
974
Campion Asset Management
Virginia
$488K -$427K -2,523 -48%
APW
975
Acima Private Wealth
Virginia
$487K – – –
37 38
39
40 41