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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
1076
Alpha Cubed Investments
California
$205K -$8.34K -52 -4%
DWM
1077
Destination Wealth Management
California
$204K -$15.1K -94 -7%
SSWM
1078
Smith Salley Wealth Management
North Carolina
$204K – – –
BWM
1079
BCS Wealth Management
Tennessee
$204K +$1.92K +12 +0.9%
AIP
1080
ARS Investment Partners
New York
$203K – – –
WA
1081
Wealth Alliance
New York
$202K +$207K +1,290 New
SAM
1082
S.A. Mason
Michigan
$200K – – –
AWM
1083
Avior Wealth Management
Nebraska
$200K +$125K +778 +155%
BCWM
1084
Bartlett & Co Wealth Management
Ohio
$199K +$6.57K +41 +3%
BC
1085
Bartlett & Co
Ohio
$199K +$6.57K +41 +3%
AA
1086
Addison Advisors
Vermont
$196K – – –
GWSG
1087
GPS Wealth Strategies Group
Colorado
$194K – – –
MPCG
1088
Matrix Private Capital Group
New York
$194K +$10.7K +67 +6%
CCA
1089
Column Capital Advisors
Indiana
$176K – – –
CWM
1090
Cranbrook Wealth Management
Michigan
$174K – – –
BWP
1091
Baldwin Wealth Partners
Massachusetts
$173K – – –
HWMA
1092
Heritage Wealth Management (Arizona)
Arizona
$168K -$13K -81 -7%
NFSG
1093
Newbridge Financial Services Group
Florida
$168K +$160K +1,001 +1,410%
SMA
1094
Sage Mountain Advisors
Georgia
$167K – – –
WBC
1095
West Branch Capital
Massachusetts
$165K – – –
PG
1096
Proffitt & Goodson
Tennessee
$162K – – –
POIA
1097
Pin Oak Investment Advisors
Texas
$155K – – –
TFM
1098
TFC Financial Management
Massachusetts
$154K – – –
RFA
1099
Reilly Financial Advisors
California
$151K – – –
MIM
1100
MTM Investment Management
South Carolina
$150K – – –
42 43
44
45 46