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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
951
Barnett & Company
Tennessee
$905K – – –
LWM
952
LongView Wealth Management
Georgia
$905K -$13.1K -60 -1%
FHA
953
Flagship Harbor Advisors
Massachusetts
$897K -$15.5K -71 -2%
EP
954
Edgestream Partners
New Jersey
$893K -$727K -3,318 -44%
PIFP
955
Partners in Financial Planning
Virginia
$890K +$1.09K +5 +0.1%
1IA
956
1834 Investment Advisors
Wisconsin
$890K -$16.4K -75 -2%
RCA
957
Resonant Capital Advisors
Wisconsin
$890K +$22.1K +101 +2%
JSW
958
Journey Strategic Wealth
New Jersey
$889K -$76.2K -348 -8%
PMFA
959
Plante Moran Financial Advisors
Michigan
$887K -$141K -646 -13%
EA
960
Evergreen Advisors
Tennessee
$882K – – –
LAM
961
Lakewood Asset Management
Illinois
$880K -$62.9K -287 -7%
PAS
962
PKS Advisory Services
New York
$879K -$60.2K -275 -6%
PFG
963
Pacific Financial Group
Washington
$876K +$121K +554 +16%
E3F
964
Eight 31 Financial
Texas
$871K – – –
AIS
965
American Investment Services
Massachusetts
$871K – – –
CAG
966
Crestwood Advisors Group
Massachusetts
$865K -$438 -2 -0%
AA
967
Ascent Advisors
Minnesota
$863K +$885K +4,039 New
CCA
968
Cypress Capital Advisors
Tennessee
$863K +$12.7K +58 +1%
IBOK
969
Independence Bank of Kentucky
Kentucky
$859K +$106K +486 +14%
KLI
970
Kelman-Lazarov Inc
Tennessee
$859K -$6.79K -31 -0.8%
LFS
971
Lutz Financial Services
Nebraska
$857K -$35.3K -161 -4%
PCMC
972
Paragon Capital Management (Colorado)
Colorado
$856K -$42.9K -196 -5%
AFA
973
Alpha Financial Advisors
North Carolina
$855K – – –
BAM
974
Bosun Asset Management
Illinois
$855K – – –
MCA
975
Magnolia Capital Advisors
Mississippi
$854K -$4.16K -19 -0.5%
37 38
39
40 41