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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
1026
Harbor Asset Planning
Massachusetts
$793K +$3.1K +15 +0.4%
MFA
1027
Mayflower Financial Advisors
Massachusetts
$791K -$4.75K -23 -0.6%
BFWA
1028
Benchmark Financial Wealth Advisors
Florida
$788K -$17.8K -86 -2%
JIR
1029
James Investment Research
Ohio
$788K -$52.5K -254 -6%
BWM
1030
BKM Wealth Management
Wisconsin
$784K +$16.9K +82 +2%
MAM
1031
MWA Asset Management
Massachusetts
$783K -$26.4K -128 -3%
ACS
1032
Archford Capital Strategies
Illinois
$771K – – –
WW
1033
Waterfront Wealth
Kansas
$769K -$3.1K -15 -0.4%
RIM
1034
Rockbridge Investment Management
New York
$769K +$207 +1 +0%
CAMG
1035
CWA Asset Management Group
Florida
$769K – – –
AWM
1036
Activest Wealth Management
Florida
$766K +$200K +966 +36%
GAG
1037
GM Advisory Group
New York
$759K +$312K +1,510 +72%
CBA
1038
Coastal Bridge Advisors
Connecticut
$758K +$171K +827 +30%
HA
1039
Hanover Advisors
South Carolina
$758K – – –
WF
1040
Warner Financial
Maryland
$758K +$3.1K +15 +0.4%
FFC
1041
First Financial Corp
Indiana
$758K -$319K -1,546 -30%
EWM
1042
Elevation Wealth Management
Minnesota
$753K +$740K +3,582 New
MAWA
1043
Moss Adams Wealth Advisors
Washington
$750K – – –
CCT
1044
Capital City Trust
Florida
$749K – – –
EFMC
1045
Empire Financial Management Company
New York
$749K -$8.26K -40 -1%
RBC
1046
Roble Belko & Company
Pennsylvania
$749K -$30.2K -146 -4%
CIC
1047
Carnegie Investment Counsel
Ohio
$749K +$277K +1,343 +61%
KNW
1048
Kesler Norman & Wride
Utah
$747K +$733K +3,550 New
PFG
1049
Pacific Financial Group
Washington
$745K -$297K -1,437 -29%
FGG
1050
Financial Guidance Group
Florida
$745K – – –
40 41
42
43 44