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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1251
Versant Capital Management
Arizona
$527K +$23.8K +102 +5%
HBWM
1252
Hollow Brook Wealth Management
New York
$526K – – –
JGIA
1253
Jackson Grant Investment Advisers
Connecticut
$526K – – –
SIC
1254
Salem Investment Counselors
North Carolina
$524K – – –
PCTC
1255
Perkins Coie Trust Company
Washington
$524K – – –
IC
1256
Inscription Capital
Texas
$521K +$98.5K +423 +24%
GC
1257
Gibson Capital
Pennsylvania
$520K – – –
SWM
1258
Sentinel Wealth Management
Virginia
$518K – – –
LPAM
1259
Lodestar Private Asset Management
California
$517K -$46.4K -199 -9%
CA
1260
COFG Advisors
Illinois
$517K +$16.1K +69 +3%
PWM
1261
Power Wealth Management
Georgia
$517K – – –
CCFM
1262
Clear Creek Financial Management
Washington
$517K +$27.7K +119 +6%
PWP
1263
Private Wealth Partners
California
$516K +$145K +621 +41%
GT
1264
GreatBanc Trust
Illinois
$516K – – –
CAAM
1265
Cornerstone Advisors Asset Management
Pennsylvania
$516K -$53.6K -230 -10%
WAM
1266
Weatherly Asset Management
California
$516K – – –
MWP
1267
Madison Wealth Partners
Wisconsin
$516K +$41K +176 +9%
HG
1268
Harbor Group
New Hampshire
$514K +$466 +2 +0.1%
SHGA
1269
Sand Hill Global Advisors
California
$513K -$116K -498 -19%
WH
1270
Willner & Heller
California
$508K +$1.4K +6 +0.3%
WSWA
1271
Warren Street Wealth Advisors
California
$506K – – –
LKWM
1272
Lee-Kelleher Wealth Management
Maryland
$504K – – –
FNT
1273
First Nebraska Trust
Nebraska
$504K – – –
SSWM
1274
Smith Salley Wealth Management
North Carolina
$503K +$125K +536 +35%
DP
1275
DDD Partners
Washington
$502K +$483K +2,072 New
49 50
51
52 53