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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1101
Aire Advisors
California
$504K +$384 +2 +0.1%
4WM
1102
49 Wealth Management
Texas
$504K +$522K +2,721 New
NFA
1103
Northwest Financial Advisors
Virginia
$503K +$464K +2,417 +803%
GLA
1104
Good Life Advisors
Pennsylvania
$502K -$583K -3,039 -53%
HFS
1105
Heritage Financial Services
Massachusetts
$498K +$74K +386 +17%
AF
1106
Atala Financial
California
$496K +$513K +2,677 New
YIA
1107
YHB Investment Advisors
Connecticut
$495K +$38.9K +203 +8%
EW
1108
Elyxium Wealth
California
$493K – – –
PS
1109
Principal Securities
Iowa
$490K -$4.6K -24 -0.9%
KA
1110
Klingman & Associates
New York
$490K +$84.2K +439 +20%
BW
1111
BIP Wealth
Georgia
$489K +$228K +1,187 +82%
TAM
1112
Townsend Asset Management
North Carolina
$489K +$1.53K +8 +0.3%
SHFA
1113
SC&H Financial Advisors
Maryland
$486K +$1.15K +6 +0.2%
CWM
1114
Chicago Wealth Management
Illinois
$485K – – –
MAS
1115
Meeder Advisory Services
Ohio
$485K -$143K -746 -22%
OFS
1116
Orrstown Financial Services
Pennsylvania
$484K -$5.56K -29 -1%
MPWT
1117
MassMutual Private Wealth & Trust
Connecticut
$484K -$125K -650 -20%
TM
1118
TigerOak Management
New Mexico
$484K +$502K +2,617 New
RCA
1119
Runnymede Capital Advisors
Ohio
$483K +$501K +2,611 New
TWA
1120
Talisman Wealth Advisors
New Jersey
$482K +$24K +125 +5%
BF
1121
Brogan Financial
Tennessee
$482K +$2.69K +14 +0.5%
FRA
1122
Front Row Advisors
California
$480K – – –
SLG
1123
Stanley-Laman Group
Pennsylvania
$479K -$232K -1,209 -32%
BBNA
1124
Bremer Bank National Association
Minnesota
$477K – – –
TW
1125
TritonPoint Wealth
Maryland
$475K +$62.7K +327 +15%
43 44
45
46 47