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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1251
Hazlett, Burt & Watson
West Virginia
$183K +$161K +1,052 +948%
NL
1252
NKCFO LLC
Illinois
$182K – – –
CCA
1253
Column Capital Advisors
Indiana
$177K – – –
AWM
1254
Avior Wealth Management
Nebraska
$177K +$45.3K +296 +36%
RIA
1255
Realta Investment Advisors
Delaware
$176K +$171K +1,116 New
EK
1256
Evensky & Katz
Florida
$176K -$47.5K -311 -22%
BWP
1257
Baldwin Wealth Partners
Massachusetts
$175K – – –
TSWM
1258
Tyler-Stone Wealth Management
Ohio
$168K +$163K +1,065 New
LIA
1259
Luken Investment Analytics
Tennessee
$167K -$764 -5 -0.5%
WBC
1260
West Branch Capital
Massachusetts
$167K – – –
PC
1261
Pecaut & Co
Iowa
$163K +$612 +4 +0.4%
TFM
1262
TFC Financial Management
Massachusetts
$155K – – –
CFD
1263
Creative Financial Designs
Indiana
$152K +$41.3K +270 +39%
MIM
1264
MTM Investment Management
South Carolina
$152K – – –
CA
1265
Crewe Advisors
Utah
$150K -$3.98K -26 -3%
SWM
1266
Sugarloaf Wealth Management
Georgia
$150K – – –
MFT
1267
Moisand Fitzgerald Tamayo
Florida
$149K – – –
BWM
1268
BerganKDV Wealth Management
Minnesota
$147K – – –
GFL
1269
Granite FO LLC
New Hampshire
$140K +$306 +2 +0.2%
AWM
1270
Abound Wealth Management
Tennessee
$132K – – –
GWSG
1271
GPS Wealth Strategies Group
Colorado
$132K – – –
WPA
1272
West Paces Advisors
Georgia
$130K – – –
LFA
1273
LGT Financial Advisors
Texas
$128K +$124K +810 New
NCM
1274
Northwest Capital Management
Oregon
$127K +$123K +803 New
IRC
1275
Investors Research Corp
Georgia
$123K – – –
49 50
51
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