IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
1251
Ritter Daniher Financial Advisory
Ohio
$462K +$16.1K +78 +4%
HA
1252
Heartland Advisors
Wisconsin
$461K +$453K +2,192 New
SIC
1253
Salem Investment Counselors
North Carolina
$460K -$2.27K -11 -0.5%
RWM
1254
Rockwood Wealth Management
Pennsylvania
$459K -$43.4K -210 -9%
ICP
1255
Impact Capital Partners
Colorado
$459K -$3.72K -18 -0.8%
PPW
1256
Pasadena Private Wealth
California
$458K – – –
WSWA
1257
Warren Street Wealth Advisors
California
$457K – – –
OMIC
1258
Old Mission Investment Co
Michigan
$457K – – –
HBWM
1259
Hollow Brook Wealth Management
New York
$456K – – –
CA
1260
Centerpoint Advisors
Massachusetts
$456K – – –
JGIA
1261
Jackson Grant Investment Advisers
Connecticut
$456K +$106K +515 +31%
PCTC
1262
Perkins Coie Trust Company
Washington
$455K – – –
AWP
1263
Accretive Wealth Partners
New Jersey
$455K – – –
MAS
1264
Meeder Advisory Services
Ohio
$454K +$73.3K +355 +20%
WEG
1265
World Equity Group
Illinois
$453K -$15.3K -74 -3%
GGS
1266
Galvin Gaustad & Stein
Arizona
$452K -$73.9K -358 -14%
TWP
1267
Triad Wealth Partners
Kansas
$452K +$104K +504 +31%
SHFA
1268
SC&H Financial Advisors
Maryland
$452K -$102K -493 -19%
GC
1269
Gibson Capital
Pennsylvania
$451K – – –
SWM
1270
Sentinel Wealth Management
Virginia
$449K – – –
RSEWM
1271
River's Edge Wealth Management
Pennsylvania
$449K +$415K +2,009 New
PWM
1272
Power Wealth Management
Georgia
$448K – – –
WAM
1273
Weatherly Asset Management
California
$448K – – –
PPL
1274
Planning Project LLC
Texas
$447K +$439K +2,125 New
BCG
1275
Bravias Capital Group
New Jersey
$446K -$14.9K -72 -3%
49 50
51
52 53