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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1126
HT Partners
Connecticut
$437K – – –
SAI
1127
Savvy Advisors Inc
New York
$437K +$220K +1,157 +99%
OP
1128
ORG Partners
Indiana
$437K +$200K +1,050 +82%
BCM
1129
Beaumont Capital Management
Massachusetts
$436K +$155K +813 +54%
HWA
1130
Heartwood Wealth Advisors
Virginia
$436K -$1.71K -9 -0.4%
NRI
1131
NFP Retirement Inc
California
$435K +$2.1K +11 +0.5%
PCH
1132
PGIM Custom Harvest
New Jersey
$433K -$7.43K -39 -2%
PPW
1133
Pasadena Private Wealth
California
$432K +$22.5K +118 +5%
LSPW
1134
Lake Street Private Wealth
Illinois
$431K -$13.1K -69 -3%
OA
1135
Operose Advisors
Wisconsin
$431K +$31.4K +165 +8%
TW
1136
TritonPoint Wealth
Maryland
$431K -$52.9K -278 -11%
OFS
1137
Orrstown Financial Services
Pennsylvania
$431K -$62.7K -329 -13%
AWP
1138
Accretive Wealth Partners
New Jersey
$430K +$448K +2,351 New
FNBT
1139
FineMark National Bank & Trust
Florida
$427K -$29.9K -157 -6%
PIA
1140
Petredis Investment Advisors
Pennsylvania
$427K – – –
MFA
1141
McClarren Financial Advisors
Pennsylvania
$426K +$380K +1,995 New
CAMG
1142
CWA Asset Management Group
Florida
$426K -$221K -1,162 -34%
BLC
1143
Brown, Lisle/Cummings
Rhode Island
$426K – – –
BWP
1144
Burling Wealth Partners
Illinois
$424K +$196K +1,030 +84%
WRPWM
1145
Werba Rubin Papier Wealth Management
California
$422K +$195K +1,025 +84%
MSA
1146
Marino Stram & Associates
Massachusetts
$420K +$381 +2 +0.1%
DDPIC
1147
Deroy & Devereaux Private Investment Counsel
Michigan
$419K – – –
WWP
1148
Wise Wealth Partners
Arizona
$418K +$72K +378 +20%
HCM
1149
Hollencrest Capital Management
California
$418K – – –
CCFM
1150
Clear Creek Financial Management
Washington
$417K -$1.9K -10 -0.4%
44 45
46
47 48