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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CKAIS
1226
Christensen King & Associates Investment Services
Washington
$271K -$20.5K -121 -7%
CAL
1227
Capital Analysts LLC
Pennsylvania
$271K -$120K -711 -32%
IC
1228
Inscription Capital
Texas
$271K +$256K +1,512 New
SSWM
1229
Smith Salley Wealth Management
North Carolina
$271K -$113K -665 -31%
OFA
1230
Oak Family Advisors
Illinois
$271K – – –
PWP
1231
Private Wealth Partners
California
$270K – – –
LWMT
1232
Legacy Wealth Management (Tennessee)
Tennessee
$269K – – –
AWAP
1233
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$268K -$29.8K -176 -11%
FCA
1234
FinTrust Capital Advisors
South Carolina
$267K -$129K -760 -34%
BEAM
1235
Baker Ellis Asset Management
Washington
$266K – – –
FPTW
1236
Franklin, Parlapiano, Turner & Welch
Texas
$266K -$96.1K -568 -28%
SWS
1237
SYSTM Wealth Solutions
Illinois
$265K -$4.02M -23,766 -94%
RWP
1238
Ridgecrest Wealth Partners
California
$265K – – –
HCA
1239
Heck Capital Advisors
Wisconsin
$265K +$195K +1,152 +354%
CA
1240
CoreCap Advisors
Michigan
$264K +$17.4K +103 +8%
BHA
1241
Beech Hill Advisors
New York
$264K -$72.8K -430 -23%
TF
1242
Trek Financial
Arizona
$263K -$1.35K -8 -0.5%
GWM
1243
Greenhouse Wealth Management
Connecticut
$263K +$677 +4 +0.3%
ODG
1244
O'Dell Group
Ohio
$261K – – –
AWM
1245
Avondale Wealth Management
Texas
$260K – – –
BB
1246
Bell Bank
North Dakota
$260K – – –
BOH
1247
Bank of Hawaii
Hawaii
$259K – – –
CM
1248
Cornerstone Management
Georgia
$259K – – –
GA
1249
Gordian Advisors
Arizona
$259K – – –
BFWM
1250
Bright Futures Wealth Management
New York
$256K +$249K +1,469 New
48 49
50
51 52