We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1201
Rice Partnership
Hawaii
$293K – – –
FA
1202
Fountainhead AM
New Jersey
$292K +$273K +1,769 New
SIMG
1203
Sonora Investment Management Group
Arizona
$292K +$62.4K +404 +30%
MWP
1204
Madison Wealth Partners
Wisconsin
$292K – – –
JAG
1205
Journey Advisory Group
Kentucky
$291K -$1.7K -11 -0.6%
AWM
1206
Altus Wealth Management
Kentucky
$291K +$272K +1,761 New
KIA
1207
KCM Investment Advisors
California
$291K – – –
WPC
1208
Wedmont Private Capital
Pennsylvania
$291K -$31K -201 -10%
AMBIA
1209
Allen Mooney & Barnes Investment Advisors
Georgia
$289K – – –
FW
1210
Fairway Wealth
Ohio
$288K +$269K +1,745 New
WA
1211
Wealth Architects
California
$287K +$927 +6 +0.3%
TW
1212
Transform Wealth
Colorado
$287K – – –
FRA
1213
Frank Rimerman Advisors
California
$286K – – –
JSL
1214
JT Stratford LLC
Georgia
$285K +$267K +1,726 New
FIC
1215
FCG Investment Company
Tennessee
$285K +$266K +1,725 New
MFG
1216
Monumental Financial Group
Maryland
$285K +$266K +1,723 New
AF
1217
Advisornet Financial
Minnesota
$284K +$43.2K +280 +19%
SAM
1218
Secure Asset Management
Michigan
$283K -$21.5K -139 -8%
RG
1219
Rathbones Group
United Kingdom
$283K -$15.4K -100 -6%
OP
1220
ORG Partners
Indiana
$282K +$155K +1,006 +144%
MC
1221
Moors & Cabot
Massachusetts
$281K +$25.3K +164 +11%
BWM
1222
BCGM Wealth Management
Indiana
$278K +$260K +1,683 New
JFA
1223
JNBA Financial Advisors
Minnesota
$278K -$15.8K -102 -6%
BWM
1224
BKM Wealth Management
Wisconsin
$278K +$259K +1,680 New
SWM
1225
Stockman Wealth Management
Montana
$277K – – –
47 48
49
50 51