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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
976
Stonebrook Private
Michigan
$684K -$32.2K -168 -4%
LFS
977
Lutz Financial Services
Nebraska
$682K – – –
WP
978
Westmount Partners
California
$678K – – –
MCA
979
Magnolia Capital Advisors
Mississippi
$677K +$701K +3,655 New
RWM
980
Rialto Wealth Management
New York
$676K +$700K +3,651 New
EWA
981
Exencial Wealth Advisors
Oklahoma
$675K +$87.1K +454 +14%
AFC
982
AFT Forsyth & Company
Florida
$673K -$6.33K -33 -0.9%
ACGA
983
Atlanta Consulting Group Advisors
Georgia
$671K +$3.64K +19 +0.5%
ACS
984
Archford Capital Strategies
Illinois
$669K +$575 +3 +0.1%
HA
985
Hanover Advisors
South Carolina
$667K – – –
RIA
986
Regal Investment Advisors
Michigan
$665K +$142K +740 +26%
BA
987
Ballew Advisors
Mississippi
$665K +$192 +1 +0%
ACP
988
Aveo Capital Partners
Colorado
$664K +$18.8K +98 +3%
RFP
989
Root Financial Partners
California
$659K -$38.6K -201 -5%
IBOK
990
Independence Bank of Kentucky
Kentucky
$657K – – –
FGG
991
Financial Guidance Group
Florida
$656K – – –
P
992
Pitcairn
Pennsylvania
$655K +$679K +3,539 New
BCM
993
Bourgeon Capital Management
Connecticut
$653K – – –
WW
994
Waterfront Wealth
Kansas
$653K +$1.15K +6 +0.2%
AIC
995
Archer Investment Corporation
Indiana
$652K – – –
RVM
996
Robinson Value Management
Texas
$652K -$76.2K -397 -10%
BF
997
Baring Financial
Washington
$652K +$676K +3,522 New
HS
998
Horan Securities
United States
$652K -$2.69K -14 -0.4%
RIG
999
RiverFront Investment Group
Virginia
$651K +$675K +3,518 New
AO
1000
Advisor OS
Illinois
$651K -$28.8K -150 -4%
38 39
40
41 42