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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
976
Brown Financial Advisory
Alabama
$957K – – –
LAM
977
Lakewood Asset Management
Illinois
$957K -$40.5K -174 -4%
HH
978
Hilltop Holdings
Texas
$957K +$10.2K +44 +1%
CFO
979
CVA Family Office
Colorado
$955K – – –
HAP
980
Harbor Asset Planning
Massachusetts
$952K +$23.3K +100 +3%
PCMC
981
Paragon Capital Management (Colorado)
Colorado
$946K -$24.9K -107 -3%
LWM
982
LongView Wealth Management
Georgia
$944K -$30.5K -131 -3%
SL
983
Sentinus LLC
Illinois
$942K +$625K +2,683 +223%
WHCFA
984
William Howard & Co Financial Advisors
Tennessee
$940K +$3.03K +13 +0.3%
MCA
985
Magnolia Capital Advisors
Mississippi
$937K -$30.7K -132 -3%
FUBT
986
First United Bank & Trust
Maryland
$934K -$3.49K -15 -0.4%
CA
987
Continuum Advisory
Idaho
$934K +$699 +3 +0.1%
LTL
988
Lowery Thomas LLC
California
$934K +$2.79K +12 +0.3%
AFG
989
ABLE Financial Group
Arizona
$931K – – –
IWP
990
Invenio Wealth Partners
Florida
$929K – – –
PCA
991
Prosperity Capital Advisors
Ohio
$928K +$256K +1,098 +40%
CCWP
992
Cedar Cove Wealth Partners
Minnesota
$927K -$4.89K -21 -0.5%
S
993
Sunpointe
Missouri
$922K +$699 +3 +0.1%
AF
994
Advisornet Financial
Minnesota
$922K +$699 +3 +0.1%
EB
995
Emprise Bank
Kansas
$921K – – –
E3F
996
Eight 31 Financial
Texas
$915K -$70.3K -302 -7%
LOPW
997
Live Oak Private Wealth
North Carolina
$914K -$432K -1,856 -33%
MFF
998
Michels Family Financial
Texas
$911K -$7.69K -33 -0.9%
CFO
999
Collective Family Office
Pennsylvania
$909K +$47.3K +203 +6%
RF
1000
Roxbury Financial
New Jersey
$909K -$6.06K -26 -0.7%
38 39
40
41 42