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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
976
Taylor Hoffman Wealth Management
Virginia
$155K -$6.72K -51 -4%
IBOK
977
Independence Bank of Kentucky
Kentucky
$153K – – –
JGIA
978
Jackson Grant Investment Advisers
Connecticut
$153K +$1.19K +9 +0.8%
CWM
979
Cranbrook Wealth Management
Michigan
$152K – – –
BFC
980
Bedel Financial Consulting
Indiana
$150K – – –
BBHC
981
Brown Brothers Harriman & Co
New York
$149K +$1.98K +15 +1%
BAM
982
Belpointe Asset Management
Nevada
$149K +$144K +1,093 New
CF
983
Centaurus Financial
California
$149K +$144K +1,093 New
SIM
984
Sonora Investment Management
Arizona
$147K +$5.27K +40 +4%
LC
985
Lindbrook Capital
California
$146K – – –
BFEC
986
Benjamin F. Edwards & Company
Missouri
$136K -$527 -4 -0.4%
PCA
987
Peddock Capital Advisors
Massachusetts
$136K +$132K +1,000 New
AA
988
Advisory Alpha
Michigan
$132K -$264 -2 -0.2%
SWM
989
Sugarloaf Wealth Management
Georgia
$130K +$125K +952 New
MFT
990
Moisand Fitzgerald Tamayo
Florida
$129K – – –
VCS
991
Vaughan & Co Securities
New Jersey
$122K +$118K +895 New
FCM
992
Firestone Capital Management
Florida
$117K +$113K +855 New
NG
993
NWK Group
California
$116K +$112K +848 New
CFFP
994
Center for Financial Planning
Michigan
$114K +$110K +836 New
TI
995
tru Independence
Oregon
$112K +$149K +1,128 New
BCA
996
Bray Capital Advisors
Florida
$110K – – –
EK
997
Evensky & Katz
Florida
$109K -$2.65M -20,098 -96%
LFA
998
Lighthouse Financial Advisors
Maryland
$109K +$106K +802 New
LWM
999
Lionsbridge Wealth Management
Florida
$108K +$105K +795 New
AWM
1000
Atticus Wealth Management
Florida
$107K +$103K +785 New
38 39
40
41 42