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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
1076
Investors Research Corp
Georgia
$116K – – –
HBT
1077
Hills Bank & Trust
Iowa
$110K +$105K +725 New
SMA
1078
Sage Mountain Advisors
Georgia
$108K +$103K +710 New
CF
1079
Centaurus Financial
California
$108K +$103K +714 New
TF
1080
TimeScale Financial
Massachusetts
$107K – – –
SWM
1081
Selective Wealth Management
Virginia
$106K – – –
HFS
1082
Hantz Financial Services
Michigan
$104K -$16.1K -111 -14%
SCA
1083
Stonebridge Capital Advisors
Minnesota
$104K +$99K +684 New
GAM
1084
Gemmer Asset Management
California
$103K – – –
CB
1085
CNB Bank
Pennsylvania
$95K – – –
GEA
1086
Glen Eagle Advisors
New Jersey
$94K – – –
SWA
1087
Sutton Wealth Advisors
Florida
$92.9K -$3.76K -26 -4%
PSIWM
1088
Paradigm Strategies in Wealth Management
Minnesota
$91K +$87.2K +603 New
VNA
1089
Valley National Advisers
Pennsylvania
$89K – – –
PWC
1090
PYA Waltman Capital
Tennessee
$89K +$84.6K +585 New
HWA
1091
HHM Wealth Advisors
Tennessee
$87K +$26.2K +181 +46%
GWMIA
1092
Global Wealth Management Investment Advisory
Florida
$84K +$80K +553 New
IWP
1093
IAG Wealth Partners
Wisconsin
$83K – – –
WWM
1094
Wolff Wiese Magana
California
$82K – – –
CPFP
1095
Clear Perspectives Financial Planning
Ohio
$81K +$72.3K +500 +1,429%
TLFA
1096
True Link Financial Advisors
California
$80K – – –
GLLW
1097
Graves Light Lenhart Wealth
Virginia
$76K – – –
PWMG
1098
Prestige Wealth Management Group
New Jersey
$75K -$16.6K -115 -19%
LGWM
1099
Litman Gregory Wealth Management
California
$75K – – –
EK
1100
Evensky & Katz
Florida
$74K -$9.4K -65 -12%
42 43
44
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