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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
976
Bell Bank
North Dakota
$851K +$145K +661 +20%
RP
977
Rice Partnership
Hawaii
$847K -$14.2K -65 -2%
DPW
978
DiNuzzo Private Wealth
Pennsylvania
$846K – – –
FI
979
FinArc Investments
Massachusetts
$845K +$866K +3,954 New
BFA
980
Brown Financial Advisory
Alabama
$844K -$4.6K -21 -0.5%
CFO
981
CVA Family Office
Colorado
$842K -$1.53K -7 -0.2%
CFP
982
Curran Financial Partners
South Carolina
$840K +$438 +2 +0.1%
HH
983
Hilltop Holdings
Texas
$834K -$7.17M -32,758 -89%
FUBT
984
First United Bank & Trust
Maryland
$826K – – –
WHCFA
985
William Howard & Co Financial Advisors
Tennessee
$826K +$3.07K +14 +0.4%
MCC
986
Money Concepts Capital
Florida
$825K +$91.5K +418 +12%
CA
987
Continuum Advisory
Idaho
$822K -$1.97K -9 -0.2%
CCWP
988
Cedar Cove Wealth Partners
Minnesota
$821K -$27.2K -124 -3%
AFG
989
ABLE Financial Group
Arizona
$821K -$22.3K -102 -3%
LTL
990
Lowery Thomas LLC
California
$820K +$3.29K +15 +0.4%
IWP
991
Invenio Wealth Partners
Florida
$818K -$89.8K -410 -10%
HAP
992
Harbor Asset Planning
Massachusetts
$818K +$12.7K +58 +2%
S
993
Sunpointe
Missouri
$812K – – –
AF
994
Advisornet Financial
Minnesota
$812K -$67K -306 -7%
EB
995
Emprise Bank
Kansas
$812K – – –
MFF
996
Michels Family Financial
Texas
$810K -$4.82K -22 -0.6%
GP
997
GLR Partners
Maryland
$809K +$829K +3,785 New
RF
998
Roxbury Financial
New Jersey
$806K -$6.57K -30 -0.8%
MFA
999
Mayflower Financial Advisors
Massachusetts
$803K – – –
LCWP
1000
Legacy Capital Wealth Partners
Arkansas
$803K -$116K -529 -12%
38 39
40
41 42