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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
$413K – – –
TCOV
1102
Trust Company of Vermont
Vermont
$412K – – –
HBWM
1103
Hollow Brook Wealth Management
New York
$412K +$395K +2,170 New
CWG
1104
Cornerstone Wealth Group
North Carolina
$411K +$40.8K +224 +12%
SFP
1105
Strategic Financial Partners
Oregon
$410K -$18.6K -102 -5%
PWM
1106
Power Wealth Management
Georgia
$410K – – –
CCG
1107
Coastwise Capital Group
California
$408K +$182 +1 +0%
EP
1108
Edgestream Partners
New Jersey
$408K -$383K -2,103 -49%
GC
1109
Gibson Capital
Pennsylvania
$407K – – –
OA
1110
Operose Advisors
Wisconsin
$404K +$54.8K +301 +16%
TSWM
1111
Tyler-Stone Wealth Management
Ohio
$404K +$194K +1,065 +100%
WAM
1112
Weatherly Asset Management
California
$404K – – –
PJWM
1113
Philip James Wealth Mangement
Georgia
$403K +$2K +11 +0.5%
RP
1114
Rice Partnership
Hawaii
$402K – – –
WH
1115
Willner & Heller
California
$400K +$2.19K +12 +0.6%
OIM
1116
Oder Investment Management
California
$400K +$182 +1 +0%
CAM
1117
Campion Asset Management
Virginia
$399K -$103K -567 -21%
SFWC
1118
Strategic Family Wealth Counselors
New Jersey
$396K +$86.7K +476 +30%
DCM
1119
DGS Capital Management
New Jersey
$394K -$2.73K -15 -0.7%
FNT
1120
First Nebraska Trust
Nebraska
$394K – – –
VT
1121
Vise Technologies
New York
$393K -$49.2K -270 -12%
FMTCOCP
1122
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$392K -$82K -450 -18%
LWM
1123
LJI Wealth Management
Indiana
$391K – – –
ZF
1124
Zhang Financial
Michigan
$391K +$1.27K +7 +0.3%
AAG
1125
Armstrong Advisory Group
Massachusetts
$391K +$23.7K +130 +7%
43 44
45
46 47