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iShares Russell 1000 Value ETF
IWD

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