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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1251
Column Capital Advisors
Indiana
$177K – – –
AWM
1252
Avior Wealth Management
Nebraska
$177K +$45.3K +296 +36%
RIA
1253
Realta Investment Advisors
Delaware
$176K +$171K +1,116 New
EK
1254
Evensky & Katz
Florida
$176K -$47.5K -311 -22%
BWP
1255
Baldwin Wealth Partners
Massachusetts
$175K – – –
TSWM
1256
Tyler-Stone Wealth Management
Ohio
$168K +$163K +1,065 New
LIA
1257
Luken Investment Analytics
Tennessee
$167K -$764 -5 -0.5%
WBC
1258
West Branch Capital
Massachusetts
$167K – – –
PC
1259
Pecaut & Co
Iowa
$163K +$612 +4 +0.4%
TFM
1260
TFC Financial Management
Massachusetts
$155K – – –
CFD
1261
Creative Financial Designs
Indiana
$152K +$41.3K +270 +39%
MIM
1262
MTM Investment Management
South Carolina
$152K – – –
CA
1263
Crewe Advisors
Utah
$150K -$3.98K -26 -3%
SWM
1264
Sugarloaf Wealth Management
Georgia
$150K – – –
MFT
1265
Moisand Fitzgerald Tamayo
Florida
$149K – – –
BWM
1266
BerganKDV Wealth Management
Minnesota
$147K – – –
GFL
1267
Granite FO LLC
New Hampshire
$140K +$306 +2 +0.2%
AWM
1268
Abound Wealth Management
Tennessee
$132K – – –
GWSG
1269
GPS Wealth Strategies Group
Colorado
$132K – – –
WPA
1270
West Paces Advisors
Georgia
$130K – – –
LFA
1271
LGT Financial Advisors
Texas
$128K +$124K +810 New
NCM
1272
Northwest Capital Management
Oregon
$127K +$123K +803 New
IRC
1273
Investors Research Corp
Georgia
$123K – – –
AIM
1274
Arcadia Investment Management
Michigan
$122K -$193K -1,260 -62%
CSC
1275
Caldwell Sutter Capital
California
$122K +$38.2K +250 +48%
49 50
51
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