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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
1076
Founders Capital Management (Texas)
Texas
$320K – – –
SWM
1077
Shelton Wealth Management
Texas
$320K +$312K +1,905 New
MCCP
1078
Mission Creek Capital Partners
California
$317K +$164 +1 +0.1%
AMC
1079
Asset Management Corp
Illinois
$316K – – –
PPW
1080
Pinnacle Private Wealth
Massachusetts
$315K +$307K +1,876 New
PWM
1081
PBMares Wealth Management
Virginia
$313K +$306K +1,865 New
PWP
1082
Principle Wealth Partners
Connecticut
$312K – – –
AWM
1083
Alterna Wealth Management
Texas
$312K +$304K +1,855 New
LWM
1084
Laidlaw Wealth Management
New York
$312K +$304K +1,858 New
AG
1085
Ascent Group
Virginia
$312K +$317K +1,932 New
PP
1086
PDS Planning
Ohio
$310K +$819 +5 +0.3%
MDCM
1087
Morgan Dempsey Capital Management
Wisconsin
$310K +$83.4K +509 +38%
BO
1088
BRR OpCo
Ohio
$309K – – –
FPB
1089
First PREMIER Bank
South Dakota
$309K – – –
PPW
1090
PACK Private Wealth
Minnesota
$309K +$302K +1,842 New
RW
1091
REDW Wealth
New Mexico
$307K – – –
DBT
1092
Dubuque Bank & Trust
Iowa
$306K -$32.8K -200 -10%
EPM
1093
Elm Partners Management
Pennsylvania
$306K +$3.28K +20 +1%
ME
1094
McIlrath & Eck
Washington
$304K -$24.1K -147 -8%
GG
1095
Greenwood Gearhart
Arkansas
$303K – – –
BEAM
1096
Baker Ellis Asset Management
Washington
$302K +$22.3K +136 +8%
SF
1097
SBK Financial
Virginia
$302K +$295K +1,801 New
SIC
1098
Salem Investment Counselors
North Carolina
$300K – – –
CBFP
1099
Cedar Brook Financial Partners
Ohio
$299K +$2.79K +17 +1%
AFWM
1100
AMJ Financial Wealth Management
Virginia
$299K +$292K +1,782 New
42 43
44
45 46