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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1151
Blue Bell Private Wealth Management
Pennsylvania
$321K -$50.8K -300 -14%
TWM
1152
Tanager Wealth Management
United Kingdom
$321K – – –
WMP
1153
Wealth Management Partners
Arizona
$320K – – –
CFGS
1154
Concourse Financial Group Securities
Alabama
$319K +$508 +3 +0.2%
RP
1155
Rice Partnership
Hawaii
$317K – – –
FA
1156
Fountainhead AM
New Jersey
$317K +$169 +1 +0.1%
IW
1157
Imprint Wealth
South Carolina
$317K +$301K +1,778 New
MWP
1158
Madison Wealth Partners
Wisconsin
$316K -$508 -3 -0.2%
AWM
1159
Altus Wealth Management
Kentucky
$315K – – –
BW
1160
BIP Wealth
Georgia
$315K +$90.5K +535 +44%
FCFC
1161
First Commonwealth Financial Corp
Pennsylvania
$315K -$2.37K -14 -0.8%
FW
1162
Fairway Wealth
Ohio
$313K – – –
WA
1163
Wealth Architects
California
$312K – – –
FTWA
1164
Fifth Third Wealth Advisors
Ohio
$310K +$293K +1,729 New
FRA
1165
Frank Rimerman Advisors
California
$310K – – –
UB
1166
Umpqua Bank
Oregon
$309K +$292K +1,727 New
FIC
1167
FCG Investment Company
Tennessee
$309K – – –
AMBIA
1168
Allen Mooney & Barnes Investment Advisors
Georgia
$305K – – –
SPC
1169
Spirepoint Private Client
Florida
$304K +$287K +1,695 New
MC
1170
Moors & Cabot
Massachusetts
$303K -$1.86K -11 -0.6%
CFA
1171
CWS Financial Advisors
Michigan
$303K -$109K -644 -28%
NAS
1172
NWF Advisory Services
California
$303K +$286K +1,690 New
MBTD
1173
Mechanics Bank - Trust Department
California
$302K +$285K +1,685 New
BWM
1174
BCGM Wealth Management
Indiana
$302K +$169 +1 +0.1%
JFA
1175
JNBA Financial Advisors
Minnesota
$301K – – –
45 46
47
48 49