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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1026
Front Row Advisors
California
$493K -$296K -1,626 -39%
BF
1027
Brogan Financial
Tennessee
$491K +$471K +2,588 New
LSPW
1028
Lake Street Private Wealth
Illinois
$491K -$140K -766 -23%
BBNA
1029
Bremer Bank National Association
Minnesota
$489K – – –
FC
1030
Fusion Capital
South Carolina
$481K +$38.1K +209 +9%
IA
1031
Insight Advisors
Pennsylvania
$479K +$2K +11 +0.4%
CC
1032
Cypress Capital
Tennessee
$478K -$24.6K -135 -5%
LA
1033
LM Advisors
California
$477K – – –
BFO
1034
Biltmore Family Office
North Carolina
$477K – – –
FMTC
1035
Farmers & Merchants Trust Company
California
$475K – – –
CAG
1036
Crestwood Advisors Group
Massachusetts
$473K – – –
YIA
1037
YHB Investment Advisors
Connecticut
$469K – – –
TWA
1038
Talisman Wealth Advisors
New Jersey
$469K -$55K -302 -11%
BAM
1039
Belpointe Asset Management
Nevada
$468K +$76.3K +419 +20%
GGS
1040
Galvin Gaustad & Stein
Arizona
$466K -$3.83K -21 -0.8%
ACI
1041
Alpha Cubed Investments
California
$464K +$20.4K +112 +5%
QPW
1042
Quantum Private Wealth
Florida
$462K +$44.1K +242 +11%
RDWM
1043
Red Door Wealth Management
Tennessee
$461K – – –
WCM
1044
WealthBridge Capital Management
Ohio
$461K -$12.4K -68 -3%
PCM
1045
Parsons Capital Management
Rhode Island
$461K – – –
MFS
1046
McNamara Financial Services
Massachusetts
$460K – – –
OWM
1047
Orgel Wealth Management
Wisconsin
$459K – – –
RWM
1048
RKL Wealth Management
Pennsylvania
$459K -$20.4K -112 -4%
GCM
1049
Gallacher Capital Management
Colorado
$458K – – –
KIA
1050
KCM Investment Advisors
California
$455K – – –
40 41
42
43 44