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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
1051
FineMark National Bank & Trust
Florida
$453K -$1.27K -7 -0.3%
PCH
1052
PGIM Custom Harvest
New Jersey
$451K +$46.8K +257 +12%
SC
1053
Schoolcraft Capital
Colorado
$448K – – –
JIP
1054
Jaffetilchin Investment Partners
Florida
$448K +$56.8K +312 +15%
PWW
1055
Pettyjohn Wood & White
Virginia
$448K – – –
RWMH
1056
Riverpoint Wealth Management Holdings
Illinois
$447K +$2.37K +13 +0.6%
AWMG
1057
Alliance Wealth Management Group
New Jersey
$447K – – –
SIC
1058
Salem Investment Counselors
North Carolina
$443K – – –
TIM
1059
Tortoise Investment Management
New York
$443K – – –
WI
1060
Wintrust Investments
Illinois
$442K -$3.72M -20,406 -90%
HWA
1061
Heartwood Wealth Advisors
Virginia
$441K -$11.3K -62 -3%
DDPIC
1062
Deroy & Devereaux Private Investment Counsel
Michigan
$441K -$24.6K -135 -5%
MF
1063
Montis Financial
Massachusetts
$441K +$11.1K +61 +3%
PWM
1064
PBMares Wealth Management
Virginia
$441K +$65.6K +360 +18%
HP
1065
HT Partners
Connecticut
$441K – – –
SMA
1066
Sage Mountain Advisors
Georgia
$439K +$1.82K +10 +0.4%
SIA
1067
Soltis Investment Advisors
Utah
$439K +$2.55K +14 +0.6%
BEW
1068
Burton Enright Welch
California
$438K – – –
HFS
1069
Heritage Financial Services
Massachusetts
$438K – – –
BCWM
1070
Bartlett & Co Wealth Management
Ohio
$437K +$25.5K +140 +6%
NRI
1071
NFP Retirement Inc
California
$437K +$66.3K +364 +19%
MC
1072
Moors & Cabot
Massachusetts
$436K +$13.8K +76 +3%
EW
1073
Evoke Wealth
California
$435K +$417K +2,291 New
MC
1074
McCarthy & Cox
Ohio
$434K +$547 +3 +0.1%
SFC
1075
Strategic Financial Concepts
Texas
$431K -$75.2M -412,686 -99%
41 42
43
44 45