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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1101
Austin Asset Management
Texas
$359K – – –
TSWM
1102
Triangle Securities Wealth Management
North Carolina
$358K +$4.2K +24 +1%
ZF
1103
Zhang Financial
Michigan
$358K -$14.9K -85 -4%
MFA
1104
McClarren Financial Advisors
Pennsylvania
$358K -$162K -925 -43%
JIP
1105
Jaffetilchin Investment Partners
Florida
$358K +$9.79K +56 +3%
BAM
1106
Belpointe Asset Management
Nevada
$357K -$102K -581 -22%
MCA
1107
MSH Capital Advisors
Arizona
$357K +$1.4K +8 +0.4%
GA
1108
Greenspring Advisors
Maryland
$356K – – –
GLA
1109
Good Life Advisors
Pennsylvania
$352K +$7.52K +43 +2%
MA
1110
MCF Advisors
Kentucky
$352K – – –
CCA
1111
Cobblestone Capital Advisors
New York
$351K -$115K -655 -25%
SFS
1112
Sharp Financial Services
Pennsylvania
$350K – – –
CCM
1113
Canal Capital Management
Virginia
$350K +$1.4K +8 +0.4%
MC
1114
Matisse Capital
Oregon
$350K +$175 +1 +0%
GEA
1115
Glen Eagle Advisors
New Jersey
$349K -$29.4K -168 -8%
AHB
1116
Abner Herrman & Brock
New Jersey
$349K – – –
WG
1117
Watchman Group
Texas
$347K -$37.8K -216 -10%
HWP
1118
Highline Wealth Partners
California
$345K +$1.22K +7 +0.4%
WTFG
1119
Wells Trecaso Financial Group
Ohio
$344K – – –
BI
1120
Berkeley Inc
Idaho
$344K -$103K -591 -23%
GPW
1121
Gray Private Wealth
Massachusetts
$344K – – –
PEA
1122
Park Edge Advisors
Ohio
$344K -$217K -1,242 -39%
HPIA
1123
Hamilton Point Investment Advisors
North Carolina
$343K – – –
PWM
1124
PBMares Wealth Management
Virginia
$342K – – –
NHC
1125
Nicholas Hoffman & Company
Georgia
$341K -$17.1K -98 -5%
43 44
45
46 47