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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1226
Private Wealth Partners
California
$263K – – –
SSWM
1227
Smith Salley Wealth Management
North Carolina
$263K -$1.05K -6 -0.4%
LWMT
1228
Legacy Wealth Management (Tennessee)
Tennessee
$262K – – –
BFWM
1229
Bright Futures Wealth Management
New York
$262K – – –
FAM
1230
Formidable Asset Management
Ohio
$262K +$47.9K +274 +22%
AWAP
1231
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$261K – – –
ODG
1232
O'Dell Group
Ohio
$261K – – –
LNB
1233
Ledyard National Bank
$260K -$222K -1,267 -46%
DCM
1234
Donaldson Capital Management
Indiana
$259K +$260K +1,487 New
FCA
1235
FinTrust Capital Advisors
South Carolina
$259K -$874 -5 -0.3%
FPTW
1236
Franklin, Parlapiano, Turner & Welch
Texas
$259K – – –
RWP
1237
Ridgecrest Wealth Partners
California
$258K – – –
BHA
1238
Beech Hill Advisors
New York
$257K – – –
BW
1239
BIP Wealth
Georgia
$254K -$53.2K -304 -17%
PTP
1240
Platform Technology Partners
New York
$254K +$254K +1,454 New
BB
1241
Bell Bank
North Dakota
$253K – – –
BOH
1242
Bank of Hawaii
Hawaii
$252K – – –
CM
1243
Cornerstone Management
Georgia
$252K – – –
GA
1244
Gordian Advisors
Arizona
$252K – – –
PP
1245
Pacifica Partners
Canada
$250K – – –
GWM
1246
Greenhouse Wealth Management
Connecticut
$250K -$6.29K -36 -2%
NAMM
1247
NorthStar Asset Management (Massachusetts)
Massachusetts
$249K – – –
SCM
1248
Sollinda Capital Management
Florida
$248K – – –
KAM
1249
KEB Asset Management
Illinois
$248K – – –
RGC
1250
Roberts, Glore & Co
Illinois
$247K – – –
48 49
50
51 52