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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1126
Belpointe Asset Management
Nevada
$345K +$322K +2,088 New
ACA
1127
Aptus Capital Advisors
Alabama
$345K -$74.6K -483 -19%
SA
1128
Sicart Associates
New York
$344K – – –
WH
1129
Willner & Heller
California
$344K +$321K +2,081 New
GWANC
1130
Guardian Wealth Advisors (North Carolina)
North Carolina
$343K -$75.5K -489 -19%
FNT
1131
First Nebraska Trust
Nebraska
$343K +$46.8K +303 +17%
CSIA
1132
Charles Schwab Investment Advisory
California
$342K +$320K +2,072 New
RWM
1133
Rockwood Wealth Management
Pennsylvania
$340K – – –
DFG
1134
Delta Financial Group
New Jersey
$340K – – –
AAM
1135
Austin Asset Management
Texas
$340K – – –
FPTW
1136
Franklin, Parlapiano, Turner & Welch
Texas
$339K -$49.4K -320 -13%
BW
1137
Bison Wealth
Georgia
$339K -$3.4K -22 -1%
GLA
1138
Good Life Advisors
Pennsylvania
$338K +$37.4K +242 +13%
GI
1139
GAMMA Investing
California
$338K +$316K +2,043 New
GA
1140
Greenspring Advisors
Maryland
$337K – – –
TSWM
1141
Triangle Securities Wealth Management
North Carolina
$336K -$72.9K -472 -19%
NHC
1142
Nicholas Hoffman & Company
Georgia
$336K – – –
MA
1143
MCF Advisors
Kentucky
$334K +$26.7K +173 +9%
JIP
1144
Jaffetilchin Investment Partners
Florida
$333K +$8.19K +53 +3%
LA
1145
LM Advisors
California
$333K +$311K +2,015 New
PCH
1146
PGIM Custom Harvest
New Jersey
$332K +$311K +2,012 New
SFS
1147
Sharp Financial Services
Pennsylvania
$332K +$310K +2,008 New
PB
1148
Pinnacle Bancorp
Nebraska
$332K – – –
EWM
1149
Echo Wealth Management
Minnesota
$332K -$178K -1,151 -37%
GEA
1150
Glen Eagle Advisors
New Jersey
$331K +$3.55K +23 +1%
44 45
46
47 48