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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1251
Inscription Capital
Texas
$521K +$98.5K +423 +24%
GC
1252
Gibson Capital
Pennsylvania
$520K – – –
SWM
1253
Sentinel Wealth Management
Virginia
$518K – – –
LPAM
1254
Lodestar Private Asset Management
California
$517K -$46.4K -199 -9%
CA
1255
COFG Advisors
Illinois
$517K +$16.1K +69 +3%
PWM
1256
Power Wealth Management
Georgia
$517K – – –
CCFM
1257
Clear Creek Financial Management
Washington
$517K +$27.7K +119 +6%
PWP
1258
Private Wealth Partners
California
$516K +$145K +621 +41%
GT
1259
GreatBanc Trust
Illinois
$516K – – –
CAAM
1260
Cornerstone Advisors Asset Management
Pennsylvania
$516K -$53.6K -230 -10%
WAM
1261
Weatherly Asset Management
California
$516K – – –
MWP
1262
Madison Wealth Partners
Wisconsin
$516K +$41K +176 +9%
HG
1263
Harbor Group
New Hampshire
$514K +$466 +2 +0.1%
SHGA
1264
Sand Hill Global Advisors
California
$513K -$116K -498 -19%
WH
1265
Willner & Heller
California
$508K +$1.4K +6 +0.3%
WSWA
1266
Warren Street Wealth Advisors
California
$506K – – –
LKWM
1267
Lee-Kelleher Wealth Management
Maryland
$504K – – –
FNT
1268
First Nebraska Trust
Nebraska
$504K – – –
SSWM
1269
Smith Salley Wealth Management
North Carolina
$503K +$125K +536 +35%
DP
1270
DDD Partners
Washington
$502K +$483K +2,072 New
CCM
1271
Canal Capital Management
Virginia
$502K +$1.4K +6 +0.3%
BCG
1272
Bravias Capital Group
New Jersey
$499K -$10.7K -46 -2%
DDPIC
1273
Deroy & Devereaux Private Investment Counsel
Michigan
$499K – – –
RDWM
1274
Red Door Wealth Management
Tennessee
$498K – – –
SPW
1275
Sonoma Private Wealth
California
$497K +$478K +2,051 New
49 50
51
52 53