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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1251
S.A. Mason
Michigan
$194K – – –
CF
1252
Centaurus Financial
California
$193K -$20.6K -130 -9%
OCM
1253
Orion Capital Management
California
$191K +$200K +1,258 New
AA
1254
Addison Advisors
Vermont
$190K – – –
USB
1255
Union Savings Bank
Connecticut
$188K – – –
AP
1256
Atwood & Palmer
Missouri
$187K – – –
MTIC
1257
Missouri Trust & Investment Company
Missouri
$186K – – –
MDCM
1258
Morgan Dempsey Capital Management
Wisconsin
$181K -$255K -1,607 -57%
RIA
1259
Realta Investment Advisors
Delaware
$176K – – –
EDRH
1260
Edmond de Rothschild Holding
Switzerland
$174K -$92.5K -583 -34%
CCA
1261
Column Capital Advisors
Indiana
$170K – – –
EK
1262
Evensky & Katz
Florida
$169K – – –
AWM
1263
Abound Wealth Management
Tennessee
$169K +$43.6K +275 +33%
BWP
1264
Baldwin Wealth Partners
Massachusetts
$168K – – –
TSWM
1265
Tyler-Stone Wealth Management
Ohio
$162K – – –
AAG
1266
Armstrong Advisory Group
Massachusetts
$162K -$32.8K -207 -16%
LIA
1267
Luken Investment Analytics
Tennessee
$161K – – –
WBC
1268
West Branch Capital
Massachusetts
$160K – – –
CSB
1269
City State Bank
Iowa
$157K -$21.3K -134 -11%
PC
1270
Pecaut & Co
Iowa
$157K – – –
ACA
1271
Atlas Capital Advisors
Wyoming
$156K -$152K -956 -48%
IPW
1272
Impact Partnership Wealth
Georgia
$152K +$138K +870 +654%
CA
1273
Crewe Advisors
Utah
$151K +$6.66K +42 +4%
FCMT
1274
Founders Capital Management (Texas)
Texas
$149K -$146K -920 -48%
TFM
1275
TFC Financial Management
Massachusetts
$149K – – –
49 50
51
52 53