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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1076
Shelton Wealth Management
Texas
$314K -$2.63K -16 -0.8%
AWAP
1077
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$314K +$26.8K +163 +9%
CIC
1078
Cornercap Investment Counsel
Georgia
$314K +$310K +1,889 New
MCCP
1079
Mission Creek Capital Partners
California
$313K +$164 +1 +0.1%
NFSG
1080
Newbridge Financial Services Group
Florida
$313K +$18.7K +114 +6%
RFA
1081
Resurgent Financial Advisors
Georgia
$313K +$310K +1,885 New
AMC
1082
Asset Management Corp
Illinois
$312K – – –
NCM
1083
Noesis Capital Mangement
Florida
$312K +$309K +1,882 New
MCM
1084
Morton Capital Management
California
$311K -$49.4K -301 -14%
LWM
1085
Laidlaw Wealth Management
New York
$308K – – –
YIA
1086
YHB Investment Advisors
Connecticut
$308K +$16.4K +100 +6%
BWM
1087
BCS Wealth Management
Tennessee
$307K +$89.7K +546 +42%
TLFA
1088
True Link Financial Advisors
California
$307K +$244K +1,488 +409%
BO
1089
BRR OpCo
Ohio
$306K – – –
FPB
1090
First PREMIER Bank
South Dakota
$306K – – –
PPW
1091
PACK Private Wealth
Minnesota
$306K – – –
MW
1092
MBL Wealth
North Carolina
$306K +$303K +1,844 New
RW
1093
REDW Wealth
New Mexico
$303K – – –
AMBIA
1094
Allen Mooney & Barnes Investment Advisors
Georgia
$301K +$298K +1,814 New
ME
1095
McIlrath & Eck
Washington
$301K – – –
SCP
1096
Seizert Capital Partners
Michigan
$300K -$1.91M -11,660 -87%
TH
1097
TCTC Holdings
Texas
$300K +$82.1K +500 +38%
SF
1098
SBK Financial
Virginia
$299K – – –
JIP
1099
Jaffetilchin Investment Partners
Florida
$299K +$2.3K +14 +0.7%
FF
1100
FourThought Financial
Florida
$298K -$1.49M -9,076 -83%
42 43
44
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