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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
1226
Jamison Private Wealth Management
Georgia
$299K – – –
SP
1227
Stablepoint Partners
Massachusetts
$298K +$286K +1,570 New
GWMR
1228
GC Wealth Management RIA
Massachusetts
$298K -$4.01K -22 -1%
HGWM
1229
Horst & Graben Wealth Management
Oregon
$297K +$34.8K +191 +14%
GD
1230
Grandfield & Dodd
New York
$296K – – –
SCM
1231
Stonehearth Capital Management
Massachusetts
$295K +$68.1K +374 +32%
CP
1232
Coho Partners
Pennsylvania
$295K -$149K -820 -35%
EWM
1233
Executive Wealth Management
Michigan
$294K +$283K +1,551 New
PP
1234
PDS Planning
Ohio
$294K +$729 +4 +0.3%
UWM
1235
USAdvisors Wealth Management
Minnesota
$293K -$43.5K -239 -13%
KWMG
1236
King Wealth Management Group
Florida
$293K – – –
MRCM
1237
M&R Capital Management
New Jersey
$292K +$729 +4 +0.3%
MA
1238
MJP Associates
Connecticut
$292K +$280K +1,536 New
CA
1239
CoreCap Advisors
Michigan
$288K +$277K +1,519 New
IC
1240
Inscription Capital
Texas
$288K – – –
TW
1241
Transform Wealth
Colorado
$288K – – –
OFA
1242
Oak Family Advisors
Illinois
$287K – – –
PWP
1243
Private Wealth Partners
California
$286K – – –
TW
1244
TrinityPoint Wealth
Connecticut
$286K +$43.2K +237 +19%
LWMT
1245
Legacy Wealth Management (Tennessee)
Tennessee
$285K – – –
BHWM
1246
Beaird Harris Wealth Management
Texas
$285K -$15.1K -83 -5%
AWAP
1247
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$284K – – –
NAM
1248
NorthCrest Asset Manangement
Minnesota
$283K -$1.4M -7,706 -84%
DCM
1249
Donaldson Capital Management
Indiana
$282K – – –
FCA
1250
FinTrust Capital Advisors
South Carolina
$282K – – –
48 49
50
51 52