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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
951
Exencial Wealth Advisors
Oklahoma
$605K +$35.2K +193 +6%
EIP
952
Ellis Investment Partners
Pennsylvania
$605K -$9.29K -51 -2%
CSWM
953
Cassady Schiller Wealth Management
Ohio
$604K – – –
TCA
954
Transcend Capital Advisors
New Jersey
$602K +$201K +1,106 +53%
BFS
955
Beacon Financial Strategies
North Carolina
$602K -$5.46K -30 -0.9%
CCT
956
Capital City Trust
Florida
$599K – – –
LWL
957
Leo Wealth LLC
Texas
$599K +$2.92K +16 +0.5%
TA
958
TrueWealth Advisors
Alabama
$598K -$1.09K -6 -0.2%
BWA
959
Bordeaux Wealth Advisors
California
$596K -$116K -638 -17%
TF
960
Tudor Financial
Ohio
$594K +$570K +3,129 New
DC
961
Davenport & Co
Virginia
$593K -$11.5K -63 -2%
BIP
962
Blueprint Investment Partners
North Carolina
$592K -$44.6K -245 -7%
FDDB
963
Fidelity D&D Bancorp
Pennsylvania
$591K -$319K -1,753 -36%
AWM
964
Atticus Wealth Management
Florida
$590K -$39.5K -217 -7%
GWS
965
Glassman Wealth Services
Virginia
$590K -$9.11K -50 -2%
TCM
966
Towercrest Capital Management
Pennsylvania
$587K – – –
OWP
967
Obermeyer Wealth Partners
Colorado
$582K -$60.1K -330 -10%
WFAG
968
Wescott Financial Advisory Group
Pennsylvania
$578K -$49.4K -271 -8%
KHCM
969
Kirtland Hills Capital Management
Ohio
$578K +$554K +3,043 New
SA
970
Skyline Advisors
Washington
$577K +$2.73K +15 +0.5%
QPWM
971
Quadrant Private Wealth Management
Pennsylvania
$576K – – –
BWM
972
BKM Wealth Management
Wisconsin
$575K +$130K +712 +31%
MWM
973
Modern Wealth Management
Kansas
$573K +$182 +1 +0%
NCM
974
NCM Capital Management
New Jersey
$572K -$188K -1,032 -26%
IFWM
975
Institute for Wealth Management
Colorado
$572K +$12.4K +68 +2%
37 38
39
40 41