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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1251
Cathy Pareto & Associates
Florida
$354K +$367K +1,913 New
AWA
1252
Arbor Wealth Advisors
Michigan
$354K – – –
BCMLT
1253
Beacon Capital Management LLC (Tennessee)
Tennessee
$352K -$4.41K -23 -1%
IWM
1254
Integris Wealth Management
California
$352K – – –
FPCG
1255
Forum Private Client Group
Indiana
$351K +$9.78K +51 +3%
PCM
1256
Poehling Capital Management
Wisconsin
$350K – – –
GSEP
1257
Golden State Equity Partners
California
$349K +$20.9K +109 +6%
IA
1258
IFG Advisors
Missouri
$348K -$575 -3 -0.2%
CFGS
1259
Concourse Financial Group Securities
Alabama
$348K -$5.75K -30 -2%
WCP
1260
Wealthcare Capital Partners
Pennsylvania
$347K +$360K +1,876 New
RPSA
1261
Richard P. Slaughter Associates
Texas
$347K – – –
WT
1262
Washington Trust
Rhode Island
$347K – – –
SWP
1263
ShoreHaven Wealth Partners
New Jersey
$346K – – –
PAI
1264
Pittenger & Anderson Inc
Nebraska
$346K – – –
IIM
1265
Ironwood Investment Management
Massachusetts
$346K – – –
VPF
1266
Vantage Point Financial
Illinois
$345K +$358K +1,866 New
SC
1267
Stephenson & Company
California
$344K – – –
CWL
1268
Causey Wealth LLC
Colorado
$344K +$357K +1,860 New
PB
1269
Pinnacle Bancorp
Nebraska
$344K – – –
LWM
1270
LJI Wealth Management
Indiana
$342K -$40.3K -210 -10%
PWMG
1271
Pinnacle Wealth Management Group
Michigan
$342K -$261K -1,362 -42%
MWM
1272
Moulton Wealth Management
Washington
$342K +$354K +1,846 New
PW
1273
PUREfi Wealth
Massachusetts
$342K +$354K +1,846 New
WWP
1274
Wise Wealth Partners
Arizona
$342K +$354K +1,845 New
MW
1275
MBL Wealth
North Carolina
$341K – – –
49 50
51
52 53