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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1076
Avondale Wealth Management
Texas
$295K – – –
TLFA
1077
True Link Financial Advisors
California
$293K +$20.1K +130 +7%
VCM
1078
Vigilant Capital Management
Maine
$292K – – –
JFA
1079
JNBA Financial Advisors
Minnesota
$291K – – –
CAM
1080
Cozad Asset Management
Illinois
$291K +$19.3K +125 +7%
FCMT
1081
Founders Capital Management (Texas)
Texas
$290K – – –
IWM
1082
Integris Wealth Management
California
$289K +$293K +1,900 New
EPM
1083
Elm Partners Management
Pennsylvania
$289K -$22.1K -143 -7%
AMC
1084
Asset Management Corp
Illinois
$288K +$1.54K +10 +0.5%
MAWA
1085
Moss Adams Wealth Advisors
Washington
$288K – – –
IWA
1086
Inspirion Wealth Advisors
Illinois
$287K – – –
FNBT
1087
FineMark National Bank & Trust
Florida
$287K +$291K +1,884 New
HIP
1088
HUB Investment Partners
Texas
$285K +$289K +1,870 New
WMP
1089
Wealth Management Partners
Arizona
$285K -$20.2K -131 -7%
SIC
1090
Salem Investment Counselors
North Carolina
$284K -$6.49K -42 -2%
LG
1091
LaFleur & Godfrey
Michigan
$283K – – –
FNB
1092
Farmers National Bank
Kentucky
$283K +$7.1K +46 +3%
LWM
1093
Laidlaw Wealth Management
New York
$283K – – –
MA
1094
MCF Advisors
Kentucky
$282K – – –
SAM
1095
Secure Asset Management
Michigan
$282K +$154 +1 +0.1%
ECA
1096
Elevated Capital Advisors
Utah
$281K +$4.17K +27 +1%
KWMG
1097
King Wealth Management Group
Florida
$281K -$24.7K -160 -8%
PPW
1098
PACK Private Wealth
Minnesota
$280K – – –
NCM
1099
Noesis Capital Mangement
Florida
$280K – – –
LPT
1100
Legacy Private Trust
Wisconsin
$280K +$284K +1,838 New
42 43
44
45 46