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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1176
Private Wealth Partners
California
$238K -$91.7K -600 -28%
EIA
1177
Edgemoor Investment Advisors
Maryland
$238K – – –
LWMT
1178
Legacy Wealth Management (Tennessee)
Tennessee
$237K – – –
WT
1179
Washington Trust
Rhode Island
$235K – – –
BEAM
1180
Baker Ellis Asset Management
Washington
$235K – – –
RWP
1181
Ridgecrest Wealth Partners
California
$234K +$3.06K +20 +1%
SCM
1182
Shelton Capital Management
Colorado
$233K -$19.7K -129 -8%
TC
1183
Trust Company
Kansas
$233K – – –
SW
1184
SteelPeak Wealth
California
$232K +$225K +1,473 New
MF
1185
Manchester Financial
California
$232K – – –
B
1186
Bridgeworth
Alabama
$232K – – –
JGIA
1187
Jackson Grant Investment Advisers
Connecticut
$232K +$306 +2 +0.1%
WPW
1188
Watershed Private Wealth
Illinois
$232K – – –
CFA
1189
CWS Financial Advisors
Michigan
$231K +$224K +1,466 New
GAG
1190
GM Advisory Group
New York
$231K +$306 +2 +0.1%
ECA
1191
Elevated Capital Advisors
Utah
$230K -$59.6K -390 -21%
MCM
1192
Morton Capital Management
California
$229K -$41.3K -270 -16%
CM
1193
Cornerstone Management
Georgia
$228K -$4.28K -28 -2%
SAG
1194
SageView Advisory Group
California
$228K +$221K +1,446 New
KA
1195
Kovack Advisors
Florida
$228K -$8.1K -53 -4%
EC
1196
EdgeRock Capital
Colorado
$227K -$155K -1,016 -41%
STB
1197
S&T Bank
Pennsylvania
$226K – – –
NWM
1198
Northwest Wealth Management
Iowa
$226K -$42K -275 -16%
KAM
1199
KEB Asset Management
Illinois
$224K – – –
ME
1200
McIlrath & Eck
Washington
$224K – – –
46 47
48
49 50