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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
1026
Oxler Private Wealth
New York
$565K +$1.71K +9 +0.3%
BCM
1027
Buckhead Capital Management
Georgia
$564K – – –
IAA
1028
Independent Advisor Alliance
North Carolina
$564K -$3.02M -15,870 -84%
LCM
1029
Lunt Capital Management
Utah
$563K -$60.9K -320 -10%
IFWM
1030
Institute for Wealth Management
Colorado
$563K -$1.71K -9 -0.3%
FTC
1031
Farmers Trust Company
Ohio
$559K – – –
CNC
1032
Citizens & Northern Corp
Pennsylvania
$558K – – –
OWP
1033
Obermeyer Wealth Partners
Colorado
$558K +$30.5K +160 +6%
NCM
1034
NCM Capital Management
New Jersey
$558K -$9.9K -52 -2%
MSFS
1035
Main Street Financial Solutions
Pennsylvania
$553K +$22.3K +117 +4%
RWM
1036
Revisor Wealth Management
Ohio
$553K +$559K +2,937 New
MWA
1037
Meridian Wealth Advisors
Texas
$545K – – –
CL
1038
CSS LLC
Illinois
$544K +$550K +2,890 New
BCP
1039
Berkeley Capital Partners
Georgia
$543K – – –
SWP
1040
SIMA Wealth Partners
Virginia
$542K – – –
ST
1041
Spinnaker Trust
Maine
$542K – – –
AWM
1042
AAF Wealth Management
Massachusetts
$537K -$20.8K -109 -4%
KHCM
1043
Kirtland Hills Capital Management
Ohio
$537K – – –
PL
1044
Plancorp LLC
Missouri
$535K +$4.76K +25 +0.9%
WP
1045
WealthPLAN Partners
Nebraska
$535K – – –
PW
1046
Pandora Wealth
Illinois
$533K +$539K +2,831 New
ZF
1047
Zhang Financial
Michigan
$529K +$157K +823 +41%
LWM
1048
Lakeridge Wealth Management
Ohio
$528K -$13.1K -69 -2%
BEW
1049
Burton Enright Welch
California
$527K – – –
VCM
1050
Virtue Capital Management
Tennessee
$527K -$248K -1,303 -32%
40 41
42
43 44