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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1101
Pasadena Private Wealth
California
$360K – – –
SSWM
1102
Smith Salley Wealth Management
North Carolina
$360K +$309 +2 +0.1%
CFP
1103
Curran Financial Partners
South Carolina
$359K +$338K +2,186 New
AHB
1104
Abner Herrman & Brock
New Jersey
$357K – – –
DFC
1105
DB Fitzpatrick & Co
Idaho
$356K +$5.41K +35 +2%
FMTC
1106
Farmers & Merchants Trust Company
California
$355K +$3.86K +25 +1%
CCG
1107
Coastwise Capital Group
California
$355K +$309 +2 +0.1%
GC
1108
Gibson Capital
Pennsylvania
$355K -$9.73K -63 -3%
FNT
1109
First National Trust
Pennsylvania
$353K -$184K -1,191 -36%
ZF
1110
Zhang Financial
Michigan
$353K +$463 +3 +0.1%
MFA
1111
McClarren Financial Advisors
Pennsylvania
$353K +$4.01K +26 +1%
WAM
1112
Weatherly Asset Management
California
$352K – – –
FNBT
1113
FineMark National Bank & Trust
Florida
$351K – – –
FFA
1114
Farther Finance Advisors
California
$350K +$272K +1,761 +496%
PWS
1115
Private Wealth Strategies
Ohio
$349K +$2.16K +14 +0.7%
MWA
1116
Meridian Wealth Advisors
Texas
$349K – – –
WTFG
1117
Wells Trecaso Financial Group
Ohio
$349K -$17K -110 -5%
OIM
1118
Oder Investment Management
California
$348K – – –
SC
1119
Schoolcraft Capital
Colorado
$348K -$19K -123 -6%
PJWM
1120
Philip James Wealth Mangement
Georgia
$346K +$324K +2,096 New
FPCG
1121
Forum Private Client Group
Indiana
$346K +$323K +2,093 New
BBPWM
1122
Blue Bell Private Wealth Management
Pennsylvania
$346K +$16.2K +105 +5%
AAG
1123
Armstrong Advisory Group
Massachusetts
$345K +$158K +1,024 +96%
BAM
1124
Belpointe Asset Management
Nevada
$345K +$322K +2,088 New
ACA
1125
Aptus Capital Advisors
Alabama
$345K -$74.6K -483 -19%
43 44
45
46 47