We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1226
Integris Wealth Management
California
$369K – – –
JAG
1227
Journey Advisory Group
Kentucky
$369K – – –
JPWM
1228
Jamison Private Wealth Management
Georgia
$367K +$58.7K +317 +20%
PCM
1229
Poehling Capital Management
Wisconsin
$367K – – –
FA
1230
Fountainhead AM
New Jersey
$367K -$23.9K -129 -6%
DCM
1231
DGS Capital Management
New Jersey
$366K -$29.8K -161 -8%
GEA
1232
Glen Eagle Advisors
New Jersey
$365K – – –
BCA
1233
Bay Capital Advisors
Virginia
$363K -$2.22K -12 -0.6%
PAI
1234
Pittenger & Anderson Inc
Nebraska
$363K – – –
AIP
1235
Ameritas Investment Partners
Nebraska
$363K +$36.7K +198 +12%
IIM
1236
Ironwood Investment Management
Massachusetts
$363K – – –
PB
1237
Pinnacle Bancorp
Nebraska
$362K – – –
AIA
1238
AssuredPartners Investment Advisors
Florida
$361K -$45K -243 -12%
SPP
1239
Single Point Partners
Massachusetts
$360K -$2.04K -11 -0.6%
WT
1240
Washington Trust
Rhode Island
$360K -$3.7K -20 -1%
LWM
1241
LJI Wealth Management
Indiana
$359K – – –
PPW
1242
PACK Private Wealth
Minnesota
$358K – – –
SWP
1243
ShoreHaven Wealth Partners
New Jersey
$357K – – –
MW
1244
MBL Wealth
North Carolina
$356K – – –
PJWM
1245
Philip James Wealth Mangement
Georgia
$353K +$1.48K +8 +0.4%
RMDI
1246
R.M. Davis Inc
Maine
$353K +$2.41K +13 +0.7%
PGA
1247
Portland Global Advisors
Maine
$352K +$335K +1,811 New
CCG
1248
Cypress Capital Group
Florida
$351K – – –
GKIM
1249
GW&K Investment Management
Massachusetts
$350K – – –
RG
1250
Rathbones Group
United Kingdom
$349K +$9.63K +52 +3%
48 49
50
51 52