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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ISB
1226
Iowa State Bank
Iowa
$207K +$202K +1,232 New
ETIA
1227
Epic Trust Investment Advisors
Washington
$206K +$201K +1,227 New
FAP
1228
Financial Advisory Partners
Florida
$206K +$201K +1,224 New
MTIC
1229
Missouri Trust & Investment Company
Missouri
$205K +$200K +1,222 New
BIC
1230
Beach Investment Counsel
Pennsylvania
$205K +$200K +1,223 New
BC
1231
Burney Company
Virginia
$204K +$200K +1,219 New
EWA
1232
ERTS Wealth Advisors
Michigan
$202K +$197K +1,201 New
DHFB
1233
Dixon Hubard Feinour & Brown
Virginia
$201K +$196K +1,195 New
CC
1234
Commons Capital
Massachusetts
$201K +$196K +1,199 New
JSL
1235
JT Stratford LLC
Georgia
$200K -$55.7K -340 -22%
CCA
1236
Column Capital Advisors
Indiana
$189K – – –
CWM
1237
Cranbrook Wealth Management
Michigan
$187K – – –
BWP
1238
Baldwin Wealth Partners
Massachusetts
$186K – – –
AWM
1239
Abound Wealth Management
Tennessee
$182K +$177K +1,083 New
SMA
1240
Sage Mountain Advisors
Georgia
$179K – – –
WBC
1241
West Branch Capital
Massachusetts
$178K – – –
BW
1242
Bison Wealth
Georgia
$177K -$378K -2,309 -69%
PG
1243
Proffitt & Goodson
Tennessee
$173K – – –
BWM
1244
BerganKDV Wealth Management
Minnesota
$173K +$169K +1,033 New
POIA
1245
Pin Oak Investment Advisors
Texas
$166K – – –
TFM
1246
TFC Financial Management
Massachusetts
$165K – – –
RFA
1247
Reilly Financial Advisors
California
$165K +$2.62K +16 +2%
MIM
1248
MTM Investment Management
South Carolina
$161K – – –
SWM
1249
Sugarloaf Wealth Management
Georgia
$160K – – –
MFT
1250
Moisand Fitzgerald Tamayo
Florida
$158K – – –
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50
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