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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
1076
LaFleur & Godfrey
Michigan
$246K +$60.4K +402 +29%
TC
1077
TownSquare Capital
Utah
$245K -$4.21K -28 -2%
SF
1078
SBK Financial
Virginia
$245K – – –
CBFP
1079
Cedar Brook Financial Partners
Ohio
$244K – – –
BSSFA
1080
Baron Silver Stevens Financial Advisors
Florida
$244K -$114K -759 -8%
GAG
1081
Goodman Advisory Group
Massachusetts
$244K – – –
SIC
1082
Salem Investment Counselors
North Carolina
$243K – – –
CAM
1083
Cozad Asset Management
Illinois
$243K +$17.3K +115 +7%
MP
1084
McDonald Partners
Ohio
$242K -$1.15M -7,666 -81%
FNT
1085
First Nebraska Trust
Nebraska
$241K – – –
BHWM
1086
Beaird Harris Wealth Management
Texas
$241K -$7.96K -53 -3%
HCM
1087
Hollencrest Capital Management
California
$241K – – –
RP
1088
Rice Partnership
Hawaii
$241K – – –
SIA
1089
Soltis Investment Advisors
Utah
$241K +$267K +1,774 New
MCCP
1090
Mission Creek Capital Partners
California
$240K -$18.5K -123 -7%
BWM
1091
BCS Wealth Management
Tennessee
$240K – – –
WDG
1092
Wealth Dimensions Group
Ohio
$240K +$451 +3 +0.2%
VWM
1093
Vigilare Wealth Management
Arizona
$240K +$1.8K +12 +0.7%
LAM
1094
Lyrical Asset Management
New York
$239K -$2.92M -19,432 -92%
CWM
1095
CCG Wealth Management
California
$239K +$19.8K +132 +8%
BA
1096
Bridge Advisory
California
$236K +$9.77K +65 +4%
AAM
1097
Austin Asset Management
Texas
$235K +$260K +1,731 New
RWM
1098
Rockwood Wealth Management
Pennsylvania
$234K – – –
BCMLT
1099
Beacon Capital Management LLC (Tennessee)
Tennessee
$232K – – –
JAG
1100
Journey Advisory Group
Kentucky
$232K +$257K +1,707 New
42 43
44
45 46