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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1226
Inscription Capital
Texas
$271K +$256K +1,512 New
SSWM
1227
Smith Salley Wealth Management
North Carolina
$271K -$113K -665 -31%
OFA
1228
Oak Family Advisors
Illinois
$271K – – –
PWP
1229
Private Wealth Partners
California
$270K – – –
LWMT
1230
Legacy Wealth Management (Tennessee)
Tennessee
$269K – – –
AWAP
1231
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$268K -$29.8K -176 -11%
FCA
1232
FinTrust Capital Advisors
South Carolina
$267K -$129K -760 -34%
BEAM
1233
Baker Ellis Asset Management
Washington
$266K – – –
FPTW
1234
Franklin, Parlapiano, Turner & Welch
Texas
$266K -$96.1K -568 -28%
SWS
1235
SYSTM Wealth Solutions
Illinois
$265K -$4.02M -23,766 -94%
RWP
1236
Ridgecrest Wealth Partners
California
$265K – – –
HCA
1237
Heck Capital Advisors
Wisconsin
$265K +$195K +1,152 +354%
CA
1238
CoreCap Advisors
Michigan
$264K +$17.4K +103 +8%
BHA
1239
Beech Hill Advisors
New York
$264K -$72.8K -430 -23%
TF
1240
Trek Financial
Arizona
$263K -$1.35K -8 -0.5%
GWM
1241
Greenhouse Wealth Management
Connecticut
$263K +$677 +4 +0.3%
ODG
1242
O'Dell Group
Ohio
$261K – – –
AWM
1243
Avondale Wealth Management
Texas
$260K – – –
BB
1244
Bell Bank
North Dakota
$260K – – –
BOH
1245
Bank of Hawaii
Hawaii
$259K – – –
CM
1246
Cornerstone Management
Georgia
$259K – – –
GA
1247
Gordian Advisors
Arizona
$259K – – –
BFWM
1248
Bright Futures Wealth Management
New York
$256K +$249K +1,469 New
MF
1249
Manchester Financial
California
$256K – – –
NAMM
1250
NorthStar Asset Management (Massachusetts)
Massachusetts
$255K -$9.14K -54 -4%
48 49
50
51 52