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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1251
Tanager Wealth Management
United Kingdom
$337K – – –
IA
1252
Integrity Alliance
Iowa
$336K +$341K +1,788 New
CFA
1253
CWS Financial Advisors
Michigan
$336K +$1.14K +6 +0.3%
MWP
1254
Madison Wealth Partners
Wisconsin
$336K -$1.14K -6 -0.3%
LG
1255
LaFleur & Godfrey
Michigan
$335K – – –
CST
1256
Charles Schwab Trust
Nevada
$334K -$315K -1,654 -48%
VPF
1257
Vantage Point Financial
Illinois
$332K -$19.2K -101 -5%
RP
1258
Rice Partnership
Hawaii
$331K -$68.4K -359 -17%
AWM
1259
Altus Wealth Management
Kentucky
$331K – – –
FW
1260
Fairway Wealth
Ohio
$331K +$2.48K +13 +0.7%
KWA
1261
Kingswood Wealth Advisors
California
$331K +$35.2K +185 +12%
DJSG
1262
D.J. St. Germain
Massachusetts
$330K -$204K -1,071 -38%
WMP
1263
Wealth Management Partners
Arizona
$329K – – –
RG
1264
Rathbones Group
United Kingdom
$329K +$8K +42 +2%
RRWA
1265
Rainey & Randall Wealth Advisors
Florida
$328K +$31.6K +166 +11%
APW
1266
Acima Private Wealth
Virginia
$328K – – –
FPCG
1267
Forum Private Client Group
Indiana
$327K -$29.5K -155 -8%
PFT
1268
Providence First Trust
Arizona
$326K – – –
BBPWM
1269
Blue Bell Private Wealth Management
Pennsylvania
$325K -$20K -105 -6%
ERWM
1270
Elk River Wealth Management
Colorado
$325K – – –
SC
1271
Stephenson & Company
California
$325K -$25.7K -135 -7%
KWMG
1272
King Wealth Management Group
Florida
$324K +$33.7K +177 +11%
RWM
1273
Riverbend Wealth Management
South Carolina
$324K -$6.47K -34 -2%
EP
1274
Edgestream Partners
New Jersey
$323K +$327K +1,719 New
OHWP
1275
Oak Harbor Wealth Partners
North Carolina
$323K – – –
49 50
51
52 53