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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1051
Spinnaker Trust
Maine
$559K – – –
OPW
1052
Oxler Private Wealth
New York
$559K -$22.6K -122 -4%
MWA
1053
Meridian Wealth Advisors
Texas
$559K -$3.7K -20 -0.7%
BA
1054
Bristlecone Advisors
Washington
$556K -$116K -628 -18%
NCM
1055
NCM Capital Management
New Jersey
$556K -$18.5K -100 -3%
DJSG
1056
D.J. St. Germain
Massachusetts
$554K +$203K +1,095 +62%
WP
1057
WealthPLAN Partners
Nebraska
$552K – – –
PW
1058
Pandora Wealth
Illinois
$550K – – –
ABWM
1059
Alpine Bank Wealth Management
Colorado
$548K +$9.26K +50 +2%
PL
1060
Plancorp LLC
Missouri
$547K -$4.63K -25 -0.9%
SHGA
1061
Sand Hill Global Advisors
California
$547K +$13.5K +73 +3%
BEW
1062
Burton Enright Welch
California
$544K – – –
MCP
1063
Mirador Capital Partners
California
$541K +$2.41K +13 +0.5%
KIM
1064
Kestra Investment Management
Texas
$540K +$111K +601 +28%
ZF
1065
Zhang Financial
Michigan
$539K -$6.85K -37 -1%
PP
1066
PrairieView Partners
Minnesota
$535K – – –
BCM
1067
Buckhead Capital Management
Georgia
$534K -$46.3K -250 -8%
CFA
1068
Cahill Financial Advisors
Minnesota
$532K +$370 +2 +0.1%
NRI
1069
NFP Retirement Inc
California
$531K +$78.2K +422 +18%
IFWM
1070
Institute for Wealth Management
Colorado
$531K -$47.2K -255 -9%
TCBWMS
1071
Texas Capital Bank Wealth Management Services
Texas
$530K -$741 -4 -0.1%
AA
1072
Aire Advisors
California
$529K +$370 +2 +0.1%
AWM
1073
Atticus Wealth Management
Florida
$528K -$9.26K -50 -2%
GWA
1074
Genesis Wealth Advisors
Massachusetts
$527K – – –
PW
1075
PUREfi Wealth
Massachusetts
$525K – – –
41 42
43
44 45