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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1176
Frank Rimerman Advisors
California
$301K – – –
ME
1177
McIlrath & Eck
Washington
$301K +$16.4K +94 +6%
PWP
1178
Perfromance Wealth Partners
Illinois
$301K -$52.5K -300 -15%
FIC
1179
FCG Investment Company
Tennessee
$301K – – –
TWP
1180
Total Wealth Planning
Ohio
$298K – – –
RG
1181
Rathbones Group
United Kingdom
$297K +$16.6K +95 +6%
CFA
1182
CWS Financial Advisors
Michigan
$296K +$874 +5 +0.3%
SPC
1183
Spirepoint Private Client
Florida
$296K – – –
PWA
1184
Phoenix Wealth Advisors
North Carolina
$295K -$40.2K -230 -12%
NAS
1185
NWF Advisory Services
California
$295K – – –
BWM
1186
BCGM Wealth Management
Indiana
$294K +$350 +2 +0.1%
JFA
1187
JNBA Financial Advisors
Minnesota
$293K – – –
SS
1188
Sunbelt Securities
Texas
$293K +$22K +126 +8%
FPB
1189
First PREMIER Bank
South Dakota
$293K – – –
AIP
1190
Ameritas Investment Partners
Nebraska
$290K +$50.5K +289 +21%
APC
1191
Aspire Private Capital
North Carolina
$290K – – –
EWA
1192
Emergent Wealth Advisors
New York
$289K +$1.05K +6 +0.4%
EL
1193
EWA LLC
Pennsylvania
$289K +$1.05K +6 +0.4%
DA
1194
Doliver Advisors
Texas
$288K – – –
SEEDPG
1195
S.E.E.D. Planning Group
New York
$288K – – –
EPM
1196
Elm Partners Management
Pennsylvania
$284K -$9.79K -56 -3%
MBTD
1197
Mechanics Bank - Trust Department
California
$284K -$10.5K -60 -4%
PWP
1198
Principle Wealth Partners
Connecticut
$283K – – –
ST
1199
Sabal Trust
Florida
$282K – – –
SFWC
1200
Strategic Family Wealth Counselors
New Jersey
$281K +$16.1K +92 +6%
46 47
48
49 50