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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1026
HT Partners
Connecticut
$416K – – –
ACP
1027
Aveo Capital Partners
Colorado
$415K +$405K +2,396 New
SFC
1028
Strategic Financial Concepts
Texas
$414K +$391K +2,310 New
RSWA
1029
Robinson Smith Wealth Advisors
Maine
$414K – – –
BEW
1030
Burton Enright Welch
California
$413K – – –
SIA
1031
Soltis Investment Advisors
Utah
$413K +$2.2K +13 +0.6%
SMA
1032
Sage Mountain Advisors
Georgia
$412K – – –
ERWM
1033
Elk River Wealth Management
Colorado
$412K – – –
EW
1034
Evoke Wealth
California
$410K +$388K +2,291 New
JC
1035
Jentner Corp
Ohio
$409K -$16.9K -100 -4%
MC
1036
McCarthy & Cox
Ohio
$409K +$386K +2,281 New
CFP
1037
Curran Financial Partners
South Carolina
$408K +$15.2K +90 +4%
PAI
1038
Pittenger & Anderson Inc
Nebraska
$407K – – –
PIA
1039
Petredis Investment Advisors
Pennsylvania
$406K – – –
MF
1040
Montis Financial
Massachusetts
$405K +$1.01K +6 +0.3%
GCM
1041
Gallacher Capital Management
Colorado
$402K +$61.1K +361 +19%
HCM
1042
Hollencrest Capital Management
California
$398K – – –
ANBT
1043
American National Bank & Trust
Texas
$397K – – –
KWM
1044
Keebeck Wealth Management
Illinois
$396K – – –
CF
1045
Clarity Financial
Texas
$396K – – –
KA
1046
Klingman & Associates
New York
$395K -$1.69K -10 -0.5%
WG
1047
Watchman Group
Texas
$395K -$211K -1,248 -36%
GKIM
1048
GW&K Investment Management
Massachusetts
$394K – – –
GTAM
1049
Global Trust Asset Management
Florida
$393K – – –
DPW
1050
DiNuzzo Private Wealth
Pennsylvania
$393K -$25.7K -152 -6%
40 41
42
43 44