We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
1026
New Republic Capital
North Carolina
$565K -$6.09K -32 -1%
OPW
1027
Oxler Private Wealth
New York
$565K +$1.71K +9 +0.3%
BCM
1028
Buckhead Capital Management
Georgia
$564K – – –
IAA
1029
Independent Advisor Alliance
North Carolina
$564K -$3.02M -15,870 -84%
LCM
1030
Lunt Capital Management
Utah
$563K -$60.9K -320 -10%
IFWM
1031
Institute for Wealth Management
Colorado
$563K -$1.71K -9 -0.3%
FTC
1032
Farmers Trust Company
Ohio
$559K – – –
CNC
1033
Citizens & Northern Corp
Pennsylvania
$558K – – –
OWP
1034
Obermeyer Wealth Partners
Colorado
$558K +$30.5K +160 +6%
NCM
1035
NCM Capital Management
New Jersey
$558K -$9.9K -52 -2%
MSFS
1036
Main Street Financial Solutions
Pennsylvania
$553K +$22.3K +117 +4%
RWM
1037
Revisor Wealth Management
Ohio
$553K +$559K +2,937 New
MWA
1038
Meridian Wealth Advisors
Texas
$545K – – –
CL
1039
CSS LLC
Illinois
$544K +$550K +2,890 New
BCP
1040
Berkeley Capital Partners
Georgia
$543K – – –
SWP
1041
SIMA Wealth Partners
Virginia
$542K – – –
ST
1042
Spinnaker Trust
Maine
$542K – – –
AWM
1043
AAF Wealth Management
Massachusetts
$537K -$20.8K -109 -4%
KHCM
1044
Kirtland Hills Capital Management
Ohio
$537K – – –
PL
1045
Plancorp LLC
Missouri
$535K +$4.76K +25 +0.9%
WP
1046
WealthPLAN Partners
Nebraska
$535K – – –
PW
1047
Pandora Wealth
Illinois
$533K +$539K +2,831 New
ZF
1048
Zhang Financial
Michigan
$529K +$157K +823 +41%
LWM
1049
Lakeridge Wealth Management
Ohio
$528K -$13.1K -69 -2%
BEW
1050
Burton Enright Welch
California
$527K – – –
40 41
42
43 44