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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
1176
Northern Financial Advisors
Michigan
$233K – – –
PCM
1177
Poehling Capital Management
Wisconsin
$233K – – –
GAG
1178
GM Advisory Group
New York
$232K +$9.99K +63 +4%
MAS
1179
Meeder Advisory Services
Ohio
$232K +$243K +1,529 New
ME
1180
McIlrath & Eck
Washington
$230K +$15.1K +95 +7%
PWP
1181
Private Wealth Partners
California
$229K – – –
SW
1182
SteelPeak Wealth
California
$229K +$3.96K +25 +2%
PP
1183
Pacifica Partners
Canada
$229K – – –
SDWMA
1184
Schneider Downs Wealth Management Advisors
Pennsylvania
$228K -$18.4K -116 -7%
LWMT
1185
Legacy Wealth Management (Tennessee)
Tennessee
$228K – – –
VT
1186
Vise Technologies
New York
$227K +$237K +1,496 New
CAG
1187
Csenge Advisory Group
Florida
$227K +$237K +1,494 New
BEAM
1188
Baker Ellis Asset Management
Washington
$226K – – –
NAM
1189
NorthCrest Asset Manangement
Minnesota
$225K -$2.72M -17,120 -92%
RWP
1190
Ridgecrest Wealth Partners
California
$225K – – –
SCM
1191
Shelton Capital Management
Colorado
$224K – – –
TF
1192
Trek Financial
Arizona
$224K +$22.7K +143 +11%
TC
1193
Trust Company
Kansas
$224K – – –
BWM
1194
BCS Wealth Management
Tennessee
$224K +$234K +1,474 New
JGIA
1195
Jackson Grant Investment Advisers
Connecticut
$223K +$159 +1 +0.1%
AGC
1196
Aspen Grove Capital
Colorado
$223K +$232K +1,461 New
HC
1197
Hourglass Capital
Texas
$223K -$88.7K -559 -28%
GWM
1198
Greenhouse Wealth Management
Connecticut
$220K -$15.9K -100 -6%
BOH
1199
Bank of Hawaii
Hawaii
$220K -$70.6K -445 -24%
EC
1200
EdgeRock Capital
Colorado
$220K – – –
46 47
48
49 50