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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
1201
Lodestar Private Asset Management
California
$520K -$8.68K -42 -2%
CPBTD
1202
Central Pacific Bank - Trust Division
Hawaii
$519K – – –
TWM
1203
TCFG Wealth Management
California
$518K -$55.2K -267 -10%
HWA
1204
Heartwood Wealth Advisors
Virginia
$518K +$43.4K +210 +9%
BFS
1205
Beacon Financial Strategies
North Carolina
$517K +$413 +2 +0.1%
AT
1206
Arlington Trust
Alabama
$515K -$49.6K -240 -9%
WFA
1207
Woodward Financial Advisors
North Carolina
$515K – – –
BIG
1208
Brooklyn Investment Group
New York
$513K +$499K +2,418 New
GCM
1209
Gallacher Capital Management
Colorado
$510K – – –
AF
1210
Atala Financial
California
$510K +$20.7K +100 +4%
AAM
1211
Austin Asset Management
Texas
$505K – – –
MC
1212
Moors & Cabot
Massachusetts
$500K +$4.96K +24 +1%
MFS
1213
McNamara Financial Services
Massachusetts
$497K +$12.6K +61 +3%
PWW
1214
Pettyjohn Wood & White
Virginia
$496K – – –
NWM
1215
Navigation Wealth Management
Colorado
$496K +$2.89K +14 +0.6%
ODIJL
1216
One Day In July LLC
Vermont
$496K +$20.7K +100 +4%
CAAM
1217
Cornerstone Advisors Asset Management
Pennsylvania
$496K +$2.69K +13 +0.6%
FCAM
1218
First Citizens Asset Management
North Carolina
$495K -$826 -4 -0.2%
OIM
1219
Oder Investment Management
California
$495K +$34.9K +169 +8%
PAM
1220
Palisade Asset Management
Minnesota
$491K – – –
GSEP
1221
Golden State Equity Partners
California
$491K +$482K +2,333 New
BPWM
1222
BCS Private Wealth Management
New Jersey
$491K -$3.1K -15 -0.6%
EIP
1223
Ellis Investment Partners
Pennsylvania
$489K -$12K -58 -2%
AFG
1224
Atomi Financial Group
New York
$489K -$10.1K -49 -2%
HP
1225
HT Partners
Connecticut
$488K – – –
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