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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
1051
R.M. Davis Inc
Maine
$334K -$12.2K -74 -4%
PTP
1052
Platform Technology Partners
New York
$333K -$10.2K -62 -3%
FPCG
1053
Forum Private Client Group
Indiana
$333K +$329K +2,005 New
GI
1054
GAMCO Investors
Connecticut
$332K – – –
KWMG
1055
King Wealth Management Group
Florida
$331K – – –
NF
1056
NTB Financial
Colorado
$331K – – –
CAI
1057
Capital Advisors Inc
Oklahoma
$331K +$327K +1,992 New
IWA
1058
Inspirion Wealth Advisors
Illinois
$330K -$1.31K -8 -0.4%
SEEDPG
1059
S.E.E.D. Planning Group
New York
$329K -$226K -1,378 -41%
BA
1060
Bridgewater Advisors
New York
$324K – – –
CWA
1061
Consilium Wealth Advisory
Texas
$323K – – –
NRI
1062
NFP Retirement Inc
California
$322K +$319K +1,940 New
PP
1063
Palladium Partners
Virginia
$322K – – –
FCMT
1064
Founders Capital Management (Texas)
Texas
$320K – – –
MOS
1065
MGO One Seven
Ohio
$320K – – –
CCM
1066
Canal Capital Management
Virginia
$320K +$1.15K +7 +0.4%
OWM
1067
Orgel Wealth Management
Wisconsin
$318K – – –
CF
1068
Clarity Financial
Texas
$318K +$315K +1,916 New
WCFA
1069
Walkner Condon Financial Advisors
Wisconsin
$317K – – –
TIA
1070
Traphagen Investment Advisors
New Jersey
$317K +$313K +1,908 New
DHGWA
1071
Dixon Hughes Goodman Wealth Advisors
North Carolina
$316K +$40.2K +245 +15%
MRCM
1072
M&R Capital Management
New Jersey
$315K -$7.72K -47 -2%
GLA
1073
Good Life Advisors
Pennsylvania
$314K -$5.09K -31 -2%
SWM
1074
Shelton Wealth Management
Texas
$314K -$2.63K -16 -0.8%
AWAP
1075
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$314K +$26.8K +163 +9%
41 42
43
44 45