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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1201
AlphaCore Capital
California
$171K +$184K +1,179 New
CCA
1202
Column Capital Advisors
Indiana
$163K – – –
CWM
1203
Cranbrook Wealth Management
Michigan
$161K – – –
BWP
1204
Baldwin Wealth Partners
Massachusetts
$160K – – –
POIA
1205
Pin Oak Investment Advisors
Texas
$156K +$20.5K +131 +14%
SMA
1206
Sage Mountain Advisors
Georgia
$154K -$13.5K -86 -7%
WBC
1207
West Branch Capital
Massachusetts
$153K – – –
PG
1208
Proffitt & Goodson
Tennessee
$150K – – –
CF
1209
Centaurus Financial
California
$149K +$21.7K +139 +16%
HWMA
1210
Heritage Wealth Management (Arizona)
Arizona
$149K – – –
TFM
1211
TFC Financial Management
Massachusetts
$143K – – –
ED
1212
Exane Derivatives
France
$141K – – –
MIM
1213
MTM Investment Management
South Carolina
$141K – – –
HNWAG
1214
High Net Worth Advisory Group
Florida
$138K -$9.7K -62 -6%
SWM
1215
Sugarloaf Wealth Management
Georgia
$138K – – –
MFT
1216
Moisand Fitzgerald Tamayo
Florida
$137K +$148K +943 New
AWM
1217
Abound Wealth Management
Tennessee
$133K – – –
SWM
1218
Selective Wealth Management
Virginia
$130K – – –
CFA
1219
CWS Financial Advisors
Michigan
$123K +$133K +851 New
GI
1220
Gradient Investments
Minnesota
$122K -$77K -492 -37%
FPFS
1221
First Personal Financial Services
North Carolina
$122K – – –
IRC
1222
Investors Research Corp
Georgia
$111K – – –
TWC
1223
TD Waterhouse Canada
Ontario, Canada
$111K -$2.03K -13 -2%
EW
1224
Element Wealth
Mississippi
$110K – – –
HBT
1225
Hills Bank & Trust
Iowa
$105K – – –
47 48
49
50 51