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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
1051
Litman Gregory Wealth Management
California
$67K -$55.7K -434 -47%
SIM
1052
Sonora Investment Management
Arizona
$67K +$63K +491 New
MLFP
1053
MPS Loria Financial Planners
Illinois
$64K – – –
EWM
1054
Endurance Wealth Management
Rhode Island
$62K – – –
TCM
1055
TD Capital Management
Tennessee
$62K – – –
MCC
1056
Money Concepts Capital
Florida
$62K +$58.1K +453 New
FWM
1057
ForthRight Wealth Management
Georgia
$61K +$57.2K +446 New
MIM
1058
Macroview Investment Management
Maryland
$60K +$257 +2 +0.5%
LF
1059
Lee Financial
Texas
$59K – – –
TF
1060
Tompkins Financial
New York
$59K – – –
CTFG
1061
Capstone Triton Financial Group
Oklahoma
$59K +$54.9K +428 New
BWA
1062
Burt Wealth Advisors
Maryland
$57K – – –
LWANC
1063
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K – – –
CBT
1064
CoreFirst Bank & Trust
Kansas
$57K +$53.7K +419 New
FCB
1065
First Command Bank
Texas
$56K +$44.3K +345 +507%
FCFS
1066
First Command Financial Services
Texas
$56K +$44.3K +345 +507%
HWA
1067
HHM Wealth Advisors
Tennessee
$53K -$6.67K -52 -12%
SFPG
1068
Stonebridge Financial Planning Group
Florida
$53K – – –
TCOV
1069
Trust Company of Vermont
Vermont
$53K – – –
CWM
1070
Curi Wealth Management
North Carolina
$52K +$48.9K +381 New
IA
1071
IFS Advisors
Kansas
$52K +$49.1K +383 New
FFW
1072
Fusion Family Wealth
New York
$51K – – –
SA
1073
SRH Advisors
Kansas
$51K – – –
SSC
1074
Syverson Strege & Co
Iowa
$50K +$46.7K +364 New
CFG
1075
CKW Financial Group
Hawaii
$44K – – –
41 42
43
44 45