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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1276
Canal Capital Management
Virginia
$502K +$1.4K +6 +0.3%
BCG
1277
Bravias Capital Group
New Jersey
$499K -$10.7K -46 -2%
DDPIC
1278
Deroy & Devereaux Private Investment Counsel
Michigan
$499K – – –
RDWM
1279
Red Door Wealth Management
Tennessee
$498K – – –
SPW
1280
Sonoma Private Wealth
California
$497K +$478K +2,051 New
BA
1281
Ballew Advisors
Mississippi
$496K – – –
CWS
1282
Cypress Wealth Services
California
$495K -$12.3K -53 -3%
GBWM
1283
Granite Bay Wealth Management
New Hampshire
$495K +$158K +678 +50%
SHFA
1284
SC&H Financial Advisors
Maryland
$493K -$28.2K -121 -6%
AI
1285
Arvest Investments
Arkansas
$492K +$32.6K +140 +7%
DM
1286
Diversified Management
Wisconsin
$491K +$21.7K +93 +5%
AA
1287
Advisory Alpha
Michigan
$490K -$21.2K -91 -4%
CFM
1288
Compass Financial Management
Florida
$489K +$451K +1,937 New
AFG
1289
Atomi Financial Group
New York
$487K +$932 +4 +0.2%
CCM
1290
Cullen Capital Management
New York
$485K -$1.87M -8,026 -80%
UFPG
1291
United Financial Planning Group
New York
$485K +$461K +1,980 +9,900%
TWM
1292
Tortuga Wealth Management
California
$484K -$68.5K -294 -13%
BF
1293
Baring Financial
Washington
$484K +$41.2K +177 +10%
BIAS
1294
Beacon Investment Advisory Services
New Jersey
$484K -$48.9K -210 -10%
SIG
1295
Sargent Investment Group
Maryland
$483K +$464K +1,991 New
PWM
1296
Parkshore Wealth Management
California
$481K -$119K -513 -21%
MIAS
1297
Mason Investment Advisory Services
Virginia
$480K -$10K -43 -2%
MCA
1298
MSH Capital Advisors
Arizona
$479K -$19.6K -84 -4%
GPW
1299
Gray Private Wealth
Massachusetts
$478K – – –
SWASL
1300
Spartan Wealth Advisory Services LLC
Michigan
$478K – – –
50 51
52
53 54