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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HF
951
HRT Financial
New York
$938K -$4.88M -23,648 -84%
RPWA
952
Regent Peak Wealth Advisors
Georgia
$930K – – –
OWA
953
Opal Wealth Advisors
New York
$929K +$912K +4,417 New
LAM
954
Lakewood Asset Management
Illinois
$927K -$57.8K -280 -6%
ANBT
955
American National Bank & Trust
Texas
$926K -$8.26K -40 -0.9%
GRA
956
Golden Road Advisors
Florida
$925K +$47.3K +229 +5%
RW
957
Regimen Wealth
Georgia
$924K – – –
WTB
958
Washington Trust Bank
Washington
$924K +$452K +2,188 +99%
SCM
959
Smead Capital Management
Arizona
$924K -$230K -1,114 -20%
PAS
960
PKS Advisory Services
New York
$923K -$12.6K -61 -1%
MA
961
Mezzasalma Advisors
New Jersey
$919K – – –
HFS
962
Hoge Financial Services
Pennsylvania
$915K +$4.34K +21 +0.5%
VC
963
Veracity Capital
Georgia
$913K +$826 +4 +0.1%
MGIA
964
Matthew Goff Investment Advisor
Texas
$912K -$10.5K -51 -1%
EFG
965
Embree Financial Group
Illinois
$911K -$107K -517 -11%
MPWT
966
MassMutual Private Wealth & Trust
Connecticut
$908K – – –
RIG
967
RiverFront Investment Group
Virginia
$908K -$6.2K -30 -0.7%
MPW
968
Magnolia Private Wealth
Pennsylvania
$905K – – –
LCWP
969
Legacy Capital Wealth Partners
Arkansas
$902K -$257K -1,244 -22%
FHA
970
Flagship Harbor Advisors
Massachusetts
$898K -$20.4K -99 -2%
ZF
971
Zhang Financial
Michigan
$892K +$33.9K +164 +4%
1IA
972
1834 Investment Advisors
Wisconsin
$892K -$63.4K -307 -7%
IWP
973
Invenio Wealth Partners
Florida
$892K – – –
BC
974
Barnett & Company
Tennessee
$891K -$1.03K -5 -0.1%
LWM
975
LongView Wealth Management
Georgia
$889K +$207 +1 +0%
37 38
39
40 41