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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1126
Orgel Wealth Management
Wisconsin
$623K -$2.07K -10 -0.3%
SAW
1127
Signal Advisors Wealth
Michigan
$622K +$64K +310 +12%
IP
1128
Ignite Planners
California
$622K +$585K +2,830 New
WFAG
1129
Wescott Financial Advisory Group
Pennsylvania
$621K -$22.7K -110 -4%
ESB
1130
Essex Savings Bank
Connecticut
$620K +$66.9K +324 +12%
AWP
1131
Axis Wealth Partners
Rhode Island
$620K +$2.27K +11 +0.4%
JF
1132
JSF Financial
California
$619K -$28.9K -140 -5%
BLC
1133
Brown, Lisle/Cummings
Rhode Island
$617K – – –
EWS
1134
Evergreen Wealth Solutions
Pennsylvania
$613K +$602K +2,913 New
BCP
1135
Berkeley Capital Partners
Georgia
$611K +$826 +4 +0.1%
OPW
1136
Oxler Private Wealth
New York
$610K +$2.27K +11 +0.4%
MCA
1137
MSH Capital Advisors
Arizona
$607K +$193K +932 +48%
ST
1138
Spinnaker Trust
Maine
$606K – – –
TCOV
1139
Trust Company of Vermont
Vermont
$605K -$19.4K -94 -3%
MWA
1140
Meridian Wealth Advisors
Texas
$601K -$4.13K -20 -0.7%
NCM
1141
NCM Capital Management
New Jersey
$599K -$3.51K -17 -0.6%
WP
1142
WealthPLAN Partners
Nebraska
$598K – – –
PA
1143
PFG Advisors
Arizona
$597K -$97.1K -470 -14%
PWM
1144
Peak Wealth Management
New Hampshire
$597K +$586K +2,839 New
PW
1145
Pandora Wealth
Illinois
$595K – – –
SFWC
1146
Strategic Family Wealth Counselors
New Jersey
$592K +$39.9K +193 +8%
MCP
1147
Mirador Capital Partners
California
$591K +$2.89K +14 +0.5%
SIA
1148
Soltis Investment Advisors
Utah
$590K +$163K +789 +39%
BEW
1149
Burton Enright Welch
California
$589K – – –
SWM
1150
Stronghold Wealth Management
Florida
$586K +$576K +2,787 New
44 45
46
47 48