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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1151
Chilton Investment Company
Connecticut
$257K -$1.61M -9,812 -86%
DJSG
1152
D.J. St. Germain
Massachusetts
$257K -$7.39K -45 -3%
PP
1153
Pacifica Partners
Canada
$256K – – –
ACP
1154
Aveo Capital Partners
Colorado
$256K +$10.3K +63 +4%
COCM
1155
Charter Oak Capital Management
New Hampshire
$256K +$14.8K +90 +6%
EBT
1156
Enterprise Bank & Trust
Massachusetts
$255K – – –
PWM
1157
PBMares Wealth Management
Virginia
$254K -$54.9K -334 -18%
CWM
1158
Chesapeake Wealth Management
Virginia
$253K -$2.13K -13 -0.8%
MF
1159
Manchester Financial
California
$253K – – –
VFIC
1160
Valley Forge Investment Consultants
Pennsylvania
$253K – – –
GWM
1161
Greenhouse Wealth Management
Connecticut
$253K +$657 +4 +0.3%
CAG
1162
Csenge Advisory Group
Florida
$251K -$182K -1,107 -42%
DY
1163
Dowling & Yahnke
California
$251K +$7.23K +44 +3%
FIA
1164
Foundations Investment Advisors
Arizona
$251K +$249K +1,519 New
AG
1165
Ascent Group
Virginia
$250K -$70.1K -427 -22%
BFC
1166
Bedel Financial Consulting
Indiana
$250K +$2.79K +17 +1%
FAG
1167
Fortitude Advisory Group
Washington
$250K +$21.7K +132 +10%
EIA
1168
Edgemoor Investment Advisors
Maryland
$250K +$247K +1,506 New
WT
1169
Washington Trust
Rhode Island
$248K – – –
TWP
1170
Total Wealth Planning
Ohio
$248K +$245K +1,492 New
FWM
1171
Fingerlakes Wealth Management
New York
$247K +$1.31K +8 +0.5%
LIM
1172
Lathrop Investment Management
Arkansas
$244K – – –
BZWA
1173
Blue Zone Wealth Advisors
California
$244K +$241K +1,470 New
PCI
1174
Planning Center Inc
Illinois
$243K – – –
RWP
1175
Ridgecrest Wealth Partners
California
$242K – – –
45 46
47
48 49