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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
1176
GM Advisory Group
New York
$344K +$49K +269 +17%
SSW
1177
Stone Summit Wealth
Florida
$342K -$4.37K -24 -1%
BBPWM
1178
Blue Bell Private Wealth Management
Pennsylvania
$340K – – –
TWM
1179
Tanager Wealth Management
United Kingdom
$340K – – –
WMP
1180
Wealth Management Partners
Arizona
$339K – – –
GSEP
1181
Golden State Equity Partners
California
$337K +$323K +1,775 New
FA
1182
Fountainhead AM
New Jersey
$336K +$182 +1 +0.1%
RMDI
1183
R.M. Davis Inc
Maine
$336K +$364 +2 +0.1%
MWP
1184
Madison Wealth Partners
Wisconsin
$334K – – –
AWM
1185
Altus Wealth Management
Kentucky
$334K – – –
IP
1186
Ignite Planners
California
$332K -$86.2K -473 -21%
FW
1187
Fairway Wealth
Ohio
$331K – – –
JJBC
1188
James J. Burns & Company
New York
$331K – – –
APW
1189
Acima Private Wealth
Virginia
$331K – – –
JAG
1190
Journey Advisory Group
Kentucky
$331K – – –
WA
1191
Wealth Architects
California
$330K – – –
FRA
1192
Frank Rimerman Advisors
California
$328K – – –
AC
1193
Addison Capital
Pennsylvania
$327K -$36.1K -198 -10%
FIC
1194
FCG Investment Company
Tennessee
$327K – – –
RG
1195
Rathbones Group
United Kingdom
$324K – – –
CFA
1196
CWS Financial Advisors
Michigan
$323K +$1.27K +7 +0.4%
SPC
1197
Spirepoint Private Client
Florida
$322K – – –
DWP
1198
Daymark Wealth Partners
Ohio
$321K +$69.6K +382 +29%
BWM
1199
BCGM Wealth Management
Indiana
$320K +$182 +1 +0.1%
SS
1200
Sunbelt Securities
Texas
$319K +$364 +2 +0.1%
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