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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1076
Pasadena Private Wealth
California
$380K – – –
TCOV
1077
Trust Company of Vermont
Vermont
$379K -$699 -4 -0.2%
BCWM
1078
Bartlett & Co Wealth Management
Ohio
$378K – – –
PWM
1079
Power Wealth Management
Georgia
$377K -$166K -952 -31%
CCG
1080
Coastwise Capital Group
California
$375K +$175 +1 +0%
GC
1081
Gibson Capital
Pennsylvania
$374K – – –
MWM
1082
Merriman Wealth Management
Washington
$372K +$91.4K +523 +32%
CAL
1083
Capital Analysts LLC
Pennsylvania
$372K +$108K +615 +41%
WAM
1084
Weatherly Asset Management
California
$371K – – –
PWS
1085
Private Wealth Strategies
Ohio
$371K +$874 +5 +0.2%
CW
1086
CreativeOne Wealth
Kansas
$370K -$1.4M -8,026 -79%
RP
1087
Rice Partnership
Hawaii
$370K +$61K +349 +20%
PCH
1088
PGIM Custom Harvest
New Jersey
$369K +$18.4K +105 +5%
PJWM
1089
Philip James Wealth Mangement
Georgia
$369K +$1.57K +9 +0.4%
BW
1090
Bison Wealth
Georgia
$368K – – –
OIM
1091
Oder Investment Management
California
$368K – – –
HBW
1092
Hazlett, Burt & Watson
West Virginia
$367K -$11.7K -67 -3%
WH
1093
Willner & Heller
California
$366K +$1.4K +8 +0.4%
DCM
1094
DGS Capital Management
New Jersey
$365K +$42.8K +245 +13%
FNT
1095
First Nebraska Trust
Nebraska
$362K – – –
TCA
1096
Transcend Capital Advisors
New Jersey
$361K -$10.8K -62 -3%
AO
1097
Advisor OS
Illinois
$360K +$15.2K +87 +4%
RWM
1098
Rockwood Wealth Management
Pennsylvania
$359K – – –
LWM
1099
LJI Wealth Management
Indiana
$359K – – –
RFP
1100
Root Financial Partners
California
$359K +$34.6K +198 +11%
42 43
44
45 46