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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1076
Berkeley Capital Partners
Georgia
$534K +$959 +5 +0.2%
SWP
1077
SIMA Wealth Partners
Virginia
$533K -$806K -4,202 -59%
PP
1078
PrairieView Partners
Minnesota
$533K – – –
ST
1079
Spinnaker Trust
Maine
$533K – – –
LWM
1080
Lakeridge Wealth Management
Ohio
$532K +$384 +2 +0.1%
SEIA
1081
Signature Estate & Investment Advisors
California
$530K +$2.11K +11 +0.4%
CFP
1082
Cascade Financial Partners
California
$527K – – –
SFG
1083
Sovereign Financial Group
Connecticut
$527K – – –
DWM
1084
Dechtman Wealth Management
Colorado
$527K +$2.88K +15 +0.5%
OLA
1085
Oliver Luxxe Assets
New Jersey
$526K – – –
WP
1086
WealthPLAN Partners
Nebraska
$526K – – –
DJSG
1087
D.J. St. Germain
Massachusetts
$523K +$8.25K +43 +2%
MSFS
1088
Main Street Financial Solutions
Pennsylvania
$522K -$153K -800 -22%
PL
1089
Plancorp LLC
Missouri
$522K – – –
AT
1090
Arlington Trust
Alabama
$520K +$493K +2,568 +1,070%
OWP
1091
Obermeyer Wealth Partners
Colorado
$519K -$49.9K -260 -8%
BEW
1092
Burton Enright Welch
California
$519K +$94.9K +495 +21%
SHGA
1093
Sand Hill Global Advisors
California
$517K – – –
JIP
1094
Jaffetilchin Investment Partners
Florida
$516K +$81.1K +423 +18%
MWAM
1095
Manhattan West Asset Management
California
$516K – – –
GWA
1096
Genesis Wealth Advisors
Massachusetts
$513K +$531K +2,769 New
MCP
1097
Mirador Capital Partners
California
$511K +$2.88K +15 +0.5%
TCM
1098
Towercrest Capital Management
Pennsylvania
$510K -$65.2K -340 -11%
ESB
1099
Essex Savings Bank
Connecticut
$509K +$21.7K +113 +4%
CFA
1100
Cahill Financial Advisors
Minnesota
$507K +$384 +2 +0.1%
42 43
44
45 46