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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1101
PACK Private Wealth
Minnesota
$277K – – –
BCMLT
1102
Beacon Capital Management LLC (Tennessee)
Tennessee
$276K – – –
SPP
1103
Single Point Partners
Massachusetts
$276K +$286K +1,804 New
RG
1104
Rathbones Group
United Kingdom
$275K +$287K +1,812 New
SIA
1105
Soltis Investment Advisors
Utah
$275K -$147K -929 -34%
MAWA
1106
Moss Adams Wealth Advisors
Washington
$274K -$11.3K -71 -4%
GLA
1107
Good Life Advisors
Pennsylvania
$274K +$15.5K +98 +6%
EW
1108
Evoke Wealth
California
$272K – – –
CFGS
1109
Concourse Financial Group Securities
Alabama
$271K -$25.4K -160 -8%
WMP
1110
Wealth Management Partners
Arizona
$271K -$12.8K -81 -4%
RDFA
1111
Ritter Daniher Financial Advisory
Ohio
$271K – – –
JFA
1112
JNBA Financial Advisors
Minnesota
$271K -$20.1K -127 -7%
GAG
1113
Goodman Advisory Group
Massachusetts
$270K – – –
FPB
1114
First PREMIER Bank
South Dakota
$270K – – –
MP
1115
McDonald Partners
Ohio
$270K – – –
FNT
1116
First Nebraska Trust
Nebraska
$269K – – –
JAG
1117
Journey Advisory Group
Kentucky
$269K +$1.59K +10 +0.6%
RP
1118
Rice Partnership
Hawaii
$269K – – –
AWM
1119
Avior Wealth Management
Nebraska
$269K +$103K +651 +58%
CA
1120
CoreCap Advisors
Michigan
$269K +$69.8K +440 +33%
MWP
1121
Madison Wealth Partners
Wisconsin
$268K – – –
KIA
1122
KCM Investment Advisors
California
$267K – – –
AMBIA
1123
Allen Mooney & Barnes Investment Advisors
Georgia
$265K -$10.8K -68 -4%
TW
1124
Transform Wealth
Colorado
$265K -$87.9K -554 -24%
SCA
1125
Sandy Cove Advisors
Massachusetts
$264K – – –
43 44
45
46 47