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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1001
GFG Capital
Florida
$479K +$448K +2,901 New
CPIA
1002
Cornell Pochily Investment Advisors
New York
$476K – – –
DWM
1003
Dechtman Wealth Management
Colorado
$474K +$5.25K +34 +1%
SHGA
1004
Sand Hill Global Advisors
California
$473K -$52.7K -341 -11%
TWA
1005
Talisman Wealth Advisors
New Jersey
$471K -$53.1K -344 -11%
PL
1006
Plancorp LLC
Missouri
$471K +$15.4K +100 +4%
WP
1007
WealthPLAN Partners
Nebraska
$470K -$12.7K -82 -3%
AT
1008
American Trust
Kentucky
$467K +$66.1K +428 +18%
MPWT
1009
MassMutual Private Wealth & Trust
Connecticut
$465K -$772 -5 -0.2%
JF
1010
JSF Financial
California
$461K +$4.63K +30 +1%
AWM
1011
AAF Wealth Management
Massachusetts
$460K -$25.8K -167 -6%
MSFS
1012
Main Street Financial Solutions
Pennsylvania
$459K +$463 +3 +0.1%
FIM
1013
Fernwood Investment Management
Massachusetts
$458K -$34K -220 -7%
GWS
1014
Glassman Wealth Services
Virginia
$458K -$5.1K -33 -1%
AIP
1015
Ameritas Investment Partners
Nebraska
$451K -$107K -692 -20%
APW
1016
Acima Private Wealth
Virginia
$450K – – –
MCP
1017
Mirador Capital Partners
California
$447K +$5.25K +34 +1%
RAG
1018
RIA Advisory Group
Iowa
$445K +$2.2M +14,274 New
TAM
1019
Titleist Asset Management
Texas
$444K -$6.49K -42 -2%
PS
1020
Principal Securities
Iowa
$443K +$414K +2,683 New
GC
1021
Gratus Capital
Georgia
$443K -$367K -2,376 -47%
AA
1022
Aire Advisors
California
$443K -$168K -1,088 -29%
SB
1023
Sunflower Bank
Texas
$442K -$165K -1,067 -29%
CT
1024
Caldwell Trust
Florida
$441K – – –
TPI
1025
Trust Point Inc
Wisconsin
$439K +$411K +2,659 New
39 40
41
42 43