We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1151
Curran Financial Partners
South Carolina
$440K +$31.1K +162 +7%
SC
1152
Schoolcraft Capital
Colorado
$437K – – –
PWW
1153
Pettyjohn Wood & White
Virginia
$437K – – –
LSPW
1154
Lake Street Private Wealth
Illinois
$437K -$43.2K -225 -9%
BCWM
1155
Bartlett & Co Wealth Management
Ohio
$436K +$9.59K +50 +2%
RWMH
1156
Riverpoint Wealth Management Holdings
Illinois
$436K – – –
TI
1157
Truepoint Inc
Ohio
$434K -$53.7K -280 -11%
ICP
1158
Impact Capital Partners
Colorado
$434K +$450K +2,346 New
PCH
1159
PGIM Custom Harvest
New Jersey
$433K -$6.91K -36 -2%
SIC
1160
Salem Investment Counselors
North Carolina
$432K – – –
FC
1161
Forte Capital
New York
$432K -$59.5K -310 -12%
HWA
1162
Heartwood Wealth Advisors
Virginia
$431K – – –
HP
1163
HT Partners
Connecticut
$430K – – –
TW
1164
TrinityPoint Wealth
Connecticut
$429K +$155K +809 +54%
MF
1165
Montis Financial
Massachusetts
$428K -$2.3K -12 -0.5%
NRI
1166
NFP Retirement Inc
California
$426K – – –
SMA
1167
Sage Mountain Advisors
Georgia
$426K -$1.92K -10 -0.4%
GSWM
1168
Golden State Wealth Management
California
$425K +$440K +2,296 New
ODIJL
1169
One Day In July LLC
Vermont
$424K +$127K +661 +41%
MC
1170
McCarthy & Cox
Ohio
$424K +$384 +2 +0.1%
PIA
1171
Petredis Investment Advisors
Pennsylvania
$420K – – –
BLC
1172
Brown, Lisle/Cummings
Rhode Island
$419K – – –
GTAM
1173
Global Trust Asset Management
Florida
$418K +$12.7K +66 +3%
MSA
1174
Marino Stram & Associates
Massachusetts
$413K +$384 +2 +0.1%
CCFM
1175
Clear Creek Financial Management
Washington
$412K +$427K +2,227 New
45 46
47
48 49