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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
1076
GWN Securities
Florida
$496K +$503K +2,641 New
SHFA
1077
SC&H Financial Advisors
Maryland
$495K +$952 +5 +0.2%
EWA
1078
Evolution Wealth Advisors
Florida
$494K +$500K +2,627 New
KA
1079
Klingman & Associates
New York
$493K -$4.95K -26 -1%
CWM
1080
Chicago Wealth Management
Illinois
$493K – – –
TM
1081
TigerOak Management
New Mexico
$492K – – –
BF
1082
Brogan Financial
Tennessee
$492K +$2.1K +11 +0.4%
PS
1083
Principal Securities
Iowa
$490K – – –
FRA
1084
Front Row Advisors
California
$488K – – –
SLG
1085
Stanley-Laman Group
Pennsylvania
$488K +$1.14K +6 +0.2%
HFS
1086
Heritage Financial Services
Massachusetts
$486K -$20.4K -107 -4%
BBNA
1087
Bremer Bank National Association
Minnesota
$485K – – –
FC
1088
Fusion Capital
South Carolina
$484K +$6.67K +35 +1%
EIP
1089
Ellis Investment Partners
Pennsylvania
$482K -$84.9K -446 -15%
AAM
1090
Austin Asset Management
Texas
$481K +$94.8K +498 +24%
YIA
1091
YHB Investment Advisors
Connecticut
$479K -$24.2K -127 -5%
CC
1092
Cypress Capital
Tennessee
$474K – – –
OBWG
1093
Onyx Bridge Wealth Group
New York
$473K +$479K +2,516 New
BFO
1094
Biltmore Family Office
North Carolina
$473K – – –
MAS
1095
Meeder Advisory Services
Ohio
$472K -$21.1K -111 -4%
EIA
1096
Edgemoor Investment Advisors
Maryland
$472K -$76.2K -400 -14%
FMTC
1097
Farmers & Merchants Trust Company
California
$470K – – –
JF
1098
JSF Financial
California
$470K +$190 +1 +0%
WCP
1099
Wealthcare Capital Partners
Pennsylvania
$470K +$118K +620 +33%
PWP
1100
Perfromance Wealth Partners
Illinois
$469K -$85.1K -447 -15%
42 43
44
45 46