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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1076
Formidable Asset Management
Ohio
$205K -$170K -1,062 -45%
ACI
1077
Alpha Cubed Investments
California
$205K -$8.34K -52 -4%
DWM
1078
Destination Wealth Management
California
$204K -$15.1K -94 -7%
SSWM
1079
Smith Salley Wealth Management
North Carolina
$204K – – –
BWM
1080
BCS Wealth Management
Tennessee
$204K +$1.92K +12 +0.9%
AIP
1081
ARS Investment Partners
New York
$203K – – –
WA
1082
Wealth Alliance
New York
$202K +$207K +1,290 New
SAM
1083
S.A. Mason
Michigan
$200K – – –
AWM
1084
Avior Wealth Management
Nebraska
$200K +$125K +778 +155%
BCWM
1085
Bartlett & Co Wealth Management
Ohio
$199K +$6.57K +41 +3%
BC
1086
Bartlett & Co
Ohio
$199K +$6.57K +41 +3%
AA
1087
Addison Advisors
Vermont
$196K – – –
GWSG
1088
GPS Wealth Strategies Group
Colorado
$194K – – –
MPCG
1089
Matrix Private Capital Group
New York
$194K +$10.7K +67 +6%
CCA
1090
Column Capital Advisors
Indiana
$176K – – –
CWM
1091
Cranbrook Wealth Management
Michigan
$174K – – –
BWP
1092
Baldwin Wealth Partners
Massachusetts
$173K – – –
HWMA
1093
Heritage Wealth Management (Arizona)
Arizona
$168K -$13K -81 -7%
NFSG
1094
Newbridge Financial Services Group
Florida
$168K +$160K +1,001 +1,410%
SMA
1095
Sage Mountain Advisors
Georgia
$167K – – –
WBC
1096
West Branch Capital
Massachusetts
$165K – – –
PG
1097
Proffitt & Goodson
Tennessee
$162K – – –
POIA
1098
Pin Oak Investment Advisors
Texas
$155K – – –
TFM
1099
TFC Financial Management
Massachusetts
$154K – – –
RFA
1100
Reilly Financial Advisors
California
$151K – – –
42 43
44
45 46