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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
1051
Graves Light Lenhart Wealth
Virginia
$68K +$64.1K +500 New
LGWM
1052
Litman Gregory Wealth Management
California
$67K -$55.7K -434 -47%
SIM
1053
Sonora Investment Management
Arizona
$67K +$63K +491 New
MLFP
1054
MPS Loria Financial Planners
Illinois
$64K – – –
EWM
1055
Endurance Wealth Management
Rhode Island
$62K – – –
TCM
1056
TD Capital Management
Tennessee
$62K – – –
MCC
1057
Money Concepts Capital
Florida
$62K +$58.1K +453 New
FWM
1058
ForthRight Wealth Management
Georgia
$61K +$57.2K +446 New
MIM
1059
Macroview Investment Management
Maryland
$60K +$257 +2 +0.5%
LF
1060
Lee Financial
Texas
$59K – – –
TF
1061
Tompkins Financial
New York
$59K – – –
CTFG
1062
Capstone Triton Financial Group
Oklahoma
$59K +$54.9K +428 New
BWA
1063
Burt Wealth Advisors
Maryland
$57K – – –
LWANC
1064
Laurel Wealth Advisors (North Carolina)
North Carolina
$57K – – –
CBT
1065
CoreFirst Bank & Trust
Kansas
$57K +$53.7K +419 New
FCB
1066
First Command Bank
Texas
$56K +$44.3K +345 +507%
FCFS
1067
First Command Financial Services
Texas
$56K +$44.3K +345 +507%
HWA
1068
HHM Wealth Advisors
Tennessee
$53K -$6.67K -52 -12%
SFPG
1069
Stonebridge Financial Planning Group
Florida
$53K – – –
TCOV
1070
Trust Company of Vermont
Vermont
$53K – – –
CWM
1071
Curi Wealth Management
North Carolina
$52K +$48.9K +381 New
IA
1072
IFS Advisors
Kansas
$52K +$49.1K +383 New
FFW
1073
Fusion Family Wealth
New York
$51K – – –
SA
1074
SRH Advisors
Kansas
$51K – – –
SSC
1075
Syverson Strege & Co
Iowa
$50K +$46.7K +364 New
41 42
43
44 45