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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1151
PBMares Wealth Management
Virginia
$440K +$10.6K +55 +2%
CFP
1152
Curran Financial Partners
South Carolina
$440K +$31.1K +162 +7%
SC
1153
Schoolcraft Capital
Colorado
$437K – – –
PWW
1154
Pettyjohn Wood & White
Virginia
$437K – – –
LSPW
1155
Lake Street Private Wealth
Illinois
$437K -$43.2K -225 -9%
OMIC
1156
Old Mission Investment Co
Michigan
$436K – – –
BCWM
1157
Bartlett & Co Wealth Management
Ohio
$436K +$9.59K +50 +2%
RWMH
1158
Riverpoint Wealth Management Holdings
Illinois
$436K – – –
TI
1159
Truepoint Inc
Ohio
$434K -$53.7K -280 -11%
ICP
1160
Impact Capital Partners
Colorado
$434K +$450K +2,346 New
PCH
1161
PGIM Custom Harvest
New Jersey
$433K -$6.91K -36 -2%
SIC
1162
Salem Investment Counselors
North Carolina
$432K – – –
FC
1163
Forte Capital
New York
$432K -$59.5K -310 -12%
HWA
1164
Heartwood Wealth Advisors
Virginia
$431K – – –
HP
1165
HT Partners
Connecticut
$430K – – –
TW
1166
TrinityPoint Wealth
Connecticut
$429K +$155K +809 +54%
MF
1167
Montis Financial
Massachusetts
$428K -$2.3K -12 -0.5%
NRI
1168
NFP Retirement Inc
California
$426K – – –
SMA
1169
Sage Mountain Advisors
Georgia
$426K -$1.92K -10 -0.4%
GSWM
1170
Golden State Wealth Management
California
$425K +$440K +2,296 New
ODIJL
1171
One Day In July LLC
Vermont
$424K +$127K +661 +41%
MC
1172
McCarthy & Cox
Ohio
$424K +$384 +2 +0.1%
PIA
1173
Petredis Investment Advisors
Pennsylvania
$420K – – –
BLC
1174
Brown, Lisle/Cummings
Rhode Island
$419K – – –
GTAM
1175
Global Trust Asset Management
Florida
$418K +$12.7K +66 +3%
45 46
47
48 49