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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
1101
Ledyard National Bank
$280K +$284K +1,837 New
CBFP
1102
Cedar Brook Financial Partners
Ohio
$278K +$1.39K +9 +0.5%
RIA
1103
Regal Investment Advisors
Michigan
$278K -$44.6K -289 -14%
SIA
1104
Soltis Investment Advisors
Utah
$277K -$1.54K -10 -0.5%
AMBIA
1105
Allen Mooney & Barnes Investment Advisors
Georgia
$277K – – –
RDFA
1106
Ritter Daniher Financial Advisory
Ohio
$272K – – –
GAG
1107
Goodman Advisory Group
Massachusetts
$271K – – –
PB
1108
Pinnacle Bancorp
Nebraska
$271K +$19K +123 +7%
LB
1109
Leo Brokerage
Texas
$271K +$275K +1,778 New
MP
1110
McDonald Partners
Ohio
$270K – – –
MWM
1111
Moran Wealth Management
Florida
$270K -$808K -5,230 -75%
FNT
1112
First Nebraska Trust
Nebraska
$270K – – –
RP
1113
Rice Partnership
Hawaii
$270K – – –
FPB
1114
First PREMIER Bank
South Dakota
$269K – – –
MWP
1115
Madison Wealth Partners
Wisconsin
$269K -$13.1K -85 -5%
MCCP
1116
Mission Creek Capital Partners
California
$269K – – –
JAG
1117
Journey Advisory Group
Kentucky
$268K – – –
KIA
1118
KCM Investment Advisors
California
$268K -$154K -1,000 -36%
SWM
1119
Stockman Wealth Management
Montana
$267K +$12.2K +79 +5%
SCA
1120
Sandy Cove Advisors
Massachusetts
$264K +$268K +1,735 New
MCM
1121
Morton Capital Management
California
$262K -$23.3K -151 -8%
BIG
1122
Builder Investment Group
Georgia
$261K -$45.1K -292 -15%
NWM
1123
Northwest Wealth Management
Iowa
$260K -$10.8K -70 -4%
GLA
1124
Good Life Advisors
Pennsylvania
$259K -$36.4K -236 -12%
BHWM
1125
Beaird Harris Wealth Management
Texas
$259K +$309 +2 +0.1%
43 44
45
46 47