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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1126
Stockman Wealth Management
Montana
$264K -$12.1K -79 -5%
AWAP
1127
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$264K – – –
PWP
1128
Principle Wealth Partners
Connecticut
$264K – – –
BHWM
1129
Beaird Harris Wealth Management
Texas
$263K -$5.5K -36 -2%
SSWM
1130
Smith Salley Wealth Management
North Carolina
$263K +$255K +1,666 New
APC
1131
Aspire Private Capital
North Carolina
$262K – – –
DA
1132
Doliver Advisors
Texas
$260K – – –
SEEDPG
1133
S.E.E.D. Planning Group
New York
$260K – – –
QCM
1134
Quantinno Capital Management
New York
$259K – – –
CW
1135
Connectus Wealth
Ohio
$258K +$5.04K +33 +2%
WA
1136
Wealth Architects
California
$258K +$917 +6 +0.4%
IF
1137
Intrua Financial
Texas
$257K +$7.95K +52 +3%
GG
1138
Greenwood Gearhart
Arkansas
$256K – – –
CA
1139
Claro Advisors
Massachusetts
$256K +$248K +1,625 New
ST
1140
Sabal Trust
Florida
$256K -$49.5K -324 -17%
SDWMA
1141
Schneider Downs Wealth Management Advisors
Pennsylvania
$256K – – –
OFA
1142
Oak Family Advisors
Illinois
$254K – – –
VC
1143
Veracity Capital
Georgia
$254K +$10.1K +66 +4%
EL
1144
EWA LLC
Pennsylvania
$253K +$917 +6 +0.4%
IGWM
1145
ICA Group Wealth Management
Colorado
$252K -$2.75K -18 -1%
MCM
1146
Monument Capital Management
Virginia
$252K – – –
CSWM
1147
Cassady Schiller Wealth Management
Ohio
$252K – – –
AO
1148
Advisor OS
Illinois
$251K +$27.4K +179 +13%
BA
1149
Baugh & Associates
Georgia
$251K – – –
CWG
1150
Cornerstone Wealth Group
North Carolina
$250K -$3.21K -21 -1%
44 45
46
47 48