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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
1051
Walkner Condon Financial Advisors
Wisconsin
$260K – – –
WMP
1052
Wealth Management Partners
Arizona
$260K – – –
PWA
1053
Phoenix Wealth Advisors
North Carolina
$260K +$288K +1,915 New
FCMT
1054
Founders Capital Management (Texas)
Texas
$259K -$12.9K -86 -4%
DA
1055
Doliver Advisors
Texas
$258K -$20.3K -135 -7%
MFA
1056
Mayflower Financial Advisors
Massachusetts
$257K +$283K +1,886 New
NWM
1057
Northwest Wealth Management
Iowa
$256K -$4.96K -33 -2%
AMC
1058
Asset Management Corp
Illinois
$256K – – –
DJSG
1059
D.J. St. Germain
Massachusetts
$256K – – –
MA
1060
MCF Advisors
Kentucky
$256K +$18K +120 +7%
MCM
1061
Morton Capital Management
California
$254K – – –
FNB
1062
Farmers National Bank
Kentucky
$254K +$42.5K +283 +18%
LWM
1063
Laidlaw Wealth Management
New York
$253K – – –
MWP
1064
Madison Wealth Partners
Wisconsin
$252K – – –
TLFA
1065
True Link Financial Advisors
California
$252K – – –
YIA
1066
YHB Investment Advisors
Connecticut
$252K – – –
BO
1067
BRR OpCo
Ohio
$251K – – –
FPB
1068
First PREMIER Bank
South Dakota
$251K – – –
AUB
1069
Atlantic Union Bankshares
Virginia
$251K +$70K +466 +34%
FG
1070
Foster Group
Iowa
$250K -$234K -1,557 -46%
NCM
1071
Noesis Capital Mangement
Florida
$250K – – –
PPW
1072
PACK Private Wealth
Minnesota
$250K – – –
FF
1073
FourThought Financial
Florida
$250K +$38.5K +256 +16%
CT
1074
Columbia Trust
Oregon
$249K +$6.31K +42 +2%
RW
1075
REDW Wealth
New Mexico
$248K – – –
41 42
43
44 45