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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WMP
1051
Wealth Management Partners
Arizona
$336K – – –
SS
1052
Sunbelt Securities
Texas
$335K -$87.7K -534 -21%
RMDI
1053
R.M. Davis Inc
Maine
$334K -$12.2K -74 -4%
PTP
1054
Platform Technology Partners
New York
$333K -$10.2K -62 -3%
FPCG
1055
Forum Private Client Group
Indiana
$333K +$329K +2,005 New
GI
1056
GAMCO Investors
Connecticut
$332K – – –
KWMG
1057
King Wealth Management Group
Florida
$331K – – –
NF
1058
NTB Financial
Colorado
$331K – – –
CAI
1059
Capital Advisors Inc
Oklahoma
$331K +$327K +1,992 New
IWA
1060
Inspirion Wealth Advisors
Illinois
$330K -$1.31K -8 -0.4%
SEEDPG
1061
S.E.E.D. Planning Group
New York
$329K -$226K -1,378 -41%
BA
1062
Bridgewater Advisors
New York
$324K – – –
CWA
1063
Consilium Wealth Advisory
Texas
$323K – – –
NRI
1064
NFP Retirement Inc
California
$322K +$319K +1,940 New
PP
1065
Palladium Partners
Virginia
$322K – – –
FCMT
1066
Founders Capital Management (Texas)
Texas
$320K – – –
MOS
1067
MGO One Seven
Ohio
$320K – – –
CCM
1068
Canal Capital Management
Virginia
$320K +$1.15K +7 +0.4%
OWM
1069
Orgel Wealth Management
Wisconsin
$318K – – –
CF
1070
Clarity Financial
Texas
$318K +$315K +1,916 New
WCFA
1071
Walkner Condon Financial Advisors
Wisconsin
$317K – – –
TIA
1072
Traphagen Investment Advisors
New Jersey
$317K +$313K +1,908 New
DHGWA
1073
Dixon Hughes Goodman Wealth Advisors
North Carolina
$316K +$40.2K +245 +15%
MRCM
1074
M&R Capital Management
New Jersey
$315K -$7.72K -47 -2%
GLA
1075
Good Life Advisors
Pennsylvania
$314K -$5.09K -31 -2%
41 42
43
44 45