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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
1276
Harmony Asset Management
Arizona
$232K – – –
MCM
1277
Monument Capital Management
Virginia
$232K – – –
HPC
1278
HM Payson & Co
Maine
$232K – – –
M
1279
MOTCO
Texas
$232K – – –
DAS
1280
Diversify Advisory Services
Utah
$231K +$26.6K +152 +13%
POIA
1281
Pin Oak Investment Advisors
Texas
$231K – – –
HFM
1282
Harvest Fund Management
China
$230K – – –
LFP
1283
Lakeshore Financial Planning
Michigan
$230K – – –
LIG
1284
Lokken Investment Group
Delaware
$229K – – –
DWP
1285
Daymark Wealth Partners
Ohio
$229K +$229K +1,311 New
RLIM
1286
Red Lighthouse Investment Management
New York
$228K -$1.39M -7,962 -86%
GWM
1287
GSB Wealth Management
Connecticut
$226K +$17.8K +102 +9%
GKWIM
1288
Gerber Kawasaki Wealth & Investment Management
California
$226K +$125K +717 +124%
FBB
1289
Fulton Breakefield Broenniman
Maryland
$225K +$2.62K +15 +1%
MYIA
1290
Mount Yale Investment Advisors
Colorado
$225K – – –
HWM
1291
Howard Wealth Management
Connecticut
$224K +$175 +1 +0.1%
SAM
1292
S.A. Mason
Michigan
$223K – – –
RCM
1293
RMR Capital Management
California
$222K -$44.6K -255 -17%
GIP
1294
Greatmark Investment Partners
Georgia
$222K – – –
TW
1295
TrinityPoint Wealth
Connecticut
$221K +$175 +1 +0.1%
OPA
1296
Old Port Advisors
Maine
$221K – – –
HC
1297
Hourglass Capital
Texas
$221K -$51.6K -295 -19%
LA
1298
LPF Advisors
Florida
$220K – – –
BSA
1299
Braun Stacey Associates
New York
$220K -$24.5K -140 -10%
OCM
1300
Orion Capital Management
California
$219K – – –
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