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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
1276
Laird Norton Wetherby Wealth Management
California
$234K – – –
WA
1277
WealthTrust Axiom
Pennsylvania
$233K – – –
HAM
1278
Harmony Asset Management
Arizona
$232K – – –
MCM
1279
Monument Capital Management
Virginia
$232K – – –
HPC
1280
HM Payson & Co
Maine
$232K – – –
M
1281
MOTCO
Texas
$232K – – –
DAS
1282
Diversify Advisory Services
Utah
$231K +$26.6K +152 +13%
POIA
1283
Pin Oak Investment Advisors
Texas
$231K – – –
HFM
1284
Harvest Fund Management
China
$230K – – –
LFP
1285
Lakeshore Financial Planning
Michigan
$230K – – –
LIG
1286
Lokken Investment Group
Delaware
$229K – – –
DWP
1287
Daymark Wealth Partners
Ohio
$229K +$229K +1,311 New
RLIM
1288
Red Lighthouse Investment Management
New York
$228K -$1.39M -7,962 -86%
GWM
1289
GSB Wealth Management
Connecticut
$226K +$17.8K +102 +9%
GKWIM
1290
Gerber Kawasaki Wealth & Investment Management
California
$226K +$125K +717 +124%
FBB
1291
Fulton Breakefield Broenniman
Maryland
$225K +$2.62K +15 +1%
MYIA
1292
Mount Yale Investment Advisors
Colorado
$225K – – –
HWM
1293
Howard Wealth Management
Connecticut
$224K +$175 +1 +0.1%
SAM
1294
S.A. Mason
Michigan
$223K – – –
RCM
1295
RMR Capital Management
California
$222K -$44.6K -255 -17%
GIP
1296
Greatmark Investment Partners
Georgia
$222K – – –
TW
1297
TrinityPoint Wealth
Connecticut
$221K +$175 +1 +0.1%
OPA
1298
Old Port Advisors
Maine
$221K – – –
HC
1299
Hourglass Capital
Texas
$221K -$51.6K -295 -19%
LA
1300
LPF Advisors
Florida
$220K – – –
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