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iShares Russell 1000 Value ETF
IWD

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