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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1251
Heartland Advisors
Wisconsin
$461K +$453K +2,192 New
SIC
1252
Salem Investment Counselors
North Carolina
$460K -$2.27K -11 -0.5%
RWM
1253
Rockwood Wealth Management
Pennsylvania
$459K -$43.4K -210 -9%
ICP
1254
Impact Capital Partners
Colorado
$459K -$3.72K -18 -0.8%
PPW
1255
Pasadena Private Wealth
California
$458K – – –
WSWA
1256
Warren Street Wealth Advisors
California
$457K – – –
HBWM
1257
Hollow Brook Wealth Management
New York
$456K – – –
CA
1258
Centerpoint Advisors
Massachusetts
$456K – – –
JGIA
1259
Jackson Grant Investment Advisers
Connecticut
$456K +$106K +515 +31%
PCTC
1260
Perkins Coie Trust Company
Washington
$455K – – –
AWP
1261
Accretive Wealth Partners
New Jersey
$455K – – –
MAS
1262
Meeder Advisory Services
Ohio
$454K +$73.3K +355 +20%
WEG
1263
World Equity Group
Illinois
$453K -$15.3K -74 -3%
GGS
1264
Galvin Gaustad & Stein
Arizona
$452K -$73.9K -358 -14%
TWP
1265
Triad Wealth Partners
Kansas
$452K +$104K +504 +31%
SHFA
1266
SC&H Financial Advisors
Maryland
$452K -$102K -493 -19%
GC
1267
Gibson Capital
Pennsylvania
$451K – – –
SWM
1268
Sentinel Wealth Management
Virginia
$449K – – –
RSEWM
1269
River's Edge Wealth Management
Pennsylvania
$449K +$415K +2,009 New
PWM
1270
Power Wealth Management
Georgia
$448K – – –
WAM
1271
Weatherly Asset Management
California
$448K – – –
PPL
1272
Planning Project LLC
Texas
$447K +$439K +2,125 New
BCG
1273
Bravias Capital Group
New Jersey
$446K -$14.9K -72 -3%
HG
1274
Harbor Group
New Hampshire
$445K +$205K +993 +89%
WH
1275
Willner & Heller
California
$444K +$2.07K +10 +0.5%
49 50
51
52 53