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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1001
Collective Family Office
Pennsylvania
$909K +$47.3K +203 +6%
RF
1002
Roxbury Financial
New Jersey
$909K -$6.06K -26 -0.7%
RP
1003
Rice Partnership
Hawaii
$905K -$54K -232 -6%
CIAS
1004
Capital Investment Advisory Services
North Carolina
$898K +$88.5K +380 +11%
IAA
1005
Independent Advisor Alliance
North Carolina
$894K -$5.27M -22,645 -86%
GP
1006
GLR Partners
Maryland
$890K -$26.3K -113 -3%
SEIA
1007
Signature Estate & Investment Advisors
California
$889K -$134K -576 -14%
JBA
1008
Johnson Bixby & Associates
Washington
$888K +$932 +4 +0.1%
RIM
1009
Rockbridge Investment Management
New York
$887K – – –
FRA
1010
Front Row Advisors
California
$884K +$46.6K +200 +6%
LT
1011
Legacy Trust
Michigan
$881K -$151K -650 -15%
CT
1012
Coastline Trust
Rhode Island
$881K -$191K -821 -18%
WIC
1013
Woodmont Investment Counsel
Tennessee
$880K – – –
WF
1014
Warner Financial
Maryland
$879K +$2.33K +10 +0.3%
3FI
1015
3 Factor Indexing
California
$876K – – –
ACS
1016
Archford Capital Strategies
Illinois
$874K -$28.4K -122 -3%
HWA
1017
Heartwood Wealth Advisors
Virginia
$870K -$7.45K -32 -0.9%
MJFG
1018
Mars Jewett Financial Group
Washington
$868K +$1.63K +7 +0.2%
WW
1019
Waterfront Wealth
Kansas
$866K -$233 -1 -0%
MAWA
1020
Moss Adams Wealth Advisors
Washington
$865K – – –
RBC
1021
Roble Belko & Company
Pennsylvania
$863K – – –
TCP
1022
TMB Capital Partners
Arkansas
$861K – – –
KNW
1023
Kesler Norman & Wride
Utah
$861K – – –
SAW
1024
Signal Advisors Wealth
Michigan
$860K +$36.1K +155 +5%
XPN
1025
XY Planning Network
Montana
$859K – – –
39 40
41
42 43