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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
976
Morris Financial Concepts
South Carolina
$672K -$174K -938 -21%
AA
977
Auxano Advisors
Washington
$669K – – –
GWMR
978
GC Wealth Management RIA
Massachusetts
$668K +$415K +2,243 +188%
JIP
979
Jaffetilchin Investment Partners
Florida
$665K +$2.59K +14 +0.4%
CFP
980
Cascade Financial Partners
California
$660K – – –
WP
981
Westmount Partners
California
$658K -$10.2K -55 -2%
CBA
982
Coastal Bridge Advisors
Connecticut
$657K +$123K +664 +24%
TYCC
983
Texas Yale Capital Corp
Florida
$655K – – –
MIM
984
Miller Investment Management
Pennsylvania
$654K – – –
BTD
985
BankPlus Trust Department
Mississippi
$653K – – –
CD
986
Chapin Davis
Maryland
$651K +$3.52K +19 +0.6%
BB
987
Bell Bank
North Dakota
$646K +$346K +1,869 +128%
LIM
988
Leavell Investment Management
Alabama
$644K -$185 -1 -0%
VCM
989
Vivaldi Capital Management
Illinois
$644K +$1.11K +6 +0.2%
SOS
990
Silver Oak Securities
Tennessee
$642K – – –
LCWP
991
Legacy Capital Wealth Partners
Arkansas
$637K +$607K +3,279 New
MWM
992
Melfa Wealth Management
Massachusetts
$636K – – –
GSWM
993
Greenup Street Wealth Management
Michigan
$634K – – –
HIS
994
Harvest Investment Services
Illinois
$631K +$1.3K +7 +0.2%
SPC
995
Sigma Planning Corp
Michigan
$631K +$43.7K +236 +8%
SEIA
996
Signature Estate & Investment Advisors
California
$631K -$48.5K -262 -7%
WA
997
WBH Advisory
Maryland
$628K +$381K +2,057 +175%
TA
998
TrueWealth Advisors
Alabama
$624K -$5.37K -29 -0.9%
CNBOF
999
City National Bank of Florida
Florida
$624K -$136K -734 -19%
TF
1000
Tudor Financial
Ohio
$621K – – –
38 39
40
41 42