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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SPP
1101
Single Point Partners
Massachusetts
$276K +$286K +1,804 New
RG
1102
Rathbones Group
United Kingdom
$275K +$287K +1,812 New
SIA
1103
Soltis Investment Advisors
Utah
$275K -$147K -929 -34%
MAWA
1104
Moss Adams Wealth Advisors
Washington
$274K -$11.3K -71 -4%
GLA
1105
Good Life Advisors
Pennsylvania
$274K +$15.5K +98 +6%
EW
1106
Evoke Wealth
California
$272K – – –
CFGS
1107
Concourse Financial Group Securities
Alabama
$271K -$25.4K -160 -8%
WMP
1108
Wealth Management Partners
Arizona
$271K -$12.8K -81 -4%
RDFA
1109
Ritter Daniher Financial Advisory
Ohio
$271K – – –
JFA
1110
JNBA Financial Advisors
Minnesota
$271K -$20.1K -127 -7%
GAG
1111
Goodman Advisory Group
Massachusetts
$270K – – –
FPB
1112
First PREMIER Bank
South Dakota
$270K – – –
MP
1113
McDonald Partners
Ohio
$270K – – –
FNT
1114
First Nebraska Trust
Nebraska
$269K – – –
JAG
1115
Journey Advisory Group
Kentucky
$269K +$1.59K +10 +0.6%
RP
1116
Rice Partnership
Hawaii
$269K – – –
AWM
1117
Avior Wealth Management
Nebraska
$269K +$103K +651 +58%
CA
1118
CoreCap Advisors
Michigan
$269K +$69.8K +440 +33%
MWP
1119
Madison Wealth Partners
Wisconsin
$268K – – –
KIA
1120
KCM Investment Advisors
California
$267K – – –
AMBIA
1121
Allen Mooney & Barnes Investment Advisors
Georgia
$265K -$10.8K -68 -4%
TW
1122
Transform Wealth
Colorado
$265K -$87.9K -554 -24%
SCA
1123
Sandy Cove Advisors
Massachusetts
$264K – – –
WA
1124
Wealth Architects
California
$263K +$16.2K +102 +6%
FRA
1125
Frank Rimerman Advisors
California
$262K – – –
43 44
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