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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OCBCO
1126
Oversea-Chinese Banking Corp (OCBC)
Singapore
$294K +$290K +1,940 New
AWM
1127
Avondale Wealth Management
Texas
$294K – – –
OPA
1128
Old Port Advisors
Maine
$293K +$289K +1,929 New
VCM
1129
Vigilant Capital Management
Maine
$291K – – –
CF
1130
Clarity Financial
Texas
$291K -$21.7K -145 -7%
WCFA
1131
Walkner Condon Financial Advisors
Wisconsin
$290K – – –
JFA
1132
JNBA Financial Advisors
Minnesota
$290K -$25.9K -173 -8%
SIC
1133
Salem Investment Counselors
North Carolina
$290K +$18.7K +125 +7%
KMWM
1134
Keudell/Morrison Wealth Management
Oregon
$289K +$285K +1,907 New
FCMT
1135
Founders Capital Management (Texas)
Texas
$289K – – –
MAWA
1136
Moss Adams Wealth Advisors
Washington
$287K +$283K +1,890 New
IWA
1137
Inspirion Wealth Advisors
Illinois
$286K -$15.9K -106 -5%
SCA
1138
St. Clair Advisors
Ohio
$286K +$282K +1,885 New
AMC
1139
Asset Management Corp
Illinois
$285K – – –
EP
1140
Eudaimonia Partners
Tennessee
$285K +$281K +1,878 New
MCM
1141
Morton Capital Management
California
$284K – – –
WMP
1142
Wealth Management Partners
Arizona
$283K – – –
LG
1143
LaFleur & Godfrey
Michigan
$282K +$7.48K +50 +3%
LWM
1144
Laidlaw Wealth Management
New York
$282K – – –
MA
1145
MCF Advisors
Kentucky
$281K -$4.19K -28 -1%
EIP
1146
Easterly Investment Partners
Massachusetts
$281K +$277K +1,851 New
MWP
1147
Madison Wealth Partners
Wisconsin
$281K +$150 +1 +0.1%
SAM
1148
Secure Asset Management
Michigan
$280K -$89.7K -599 -24%
PPW
1149
PACK Private Wealth
Minnesota
$279K – – –
NCM
1150
Noesis Capital Mangement
Florida
$279K – – –
44 45
46
47 48