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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1301
Allstate Corporation
Illinois
$474K +$12.6K +54 +3%
IAS
1302
IMA Advisory Services
Colorado
$469K +$450K +1,933 New
MWM
1303
Mascagni Wealth Management
Mississippi
$468K – – –
NDBT
1304
North Dallas Bank & Trust
Texas
$467K – – –
CWM
1305
Curtis Wealth Management
Nevada
$467K – – –
MA
1306
MCF Advisors
Kentucky
$466K -$359K -1,543 -45%
BBPWM
1307
Blue Bell Private Wealth Management
Pennsylvania
$464K – – –
PW
1308
PUREfi Wealth
Massachusetts
$464K – – –
AWA
1309
Arbor Wealth Advisors
Michigan
$463K – – –
AWM
1310
Atticus Wealth Management
Florida
$463K – – –
OWA
1311
ORBA Wealth Advisors
Illinois
$462K +$220K +943 +98%
AF
1312
ASL Financial
California
$461K +$699 +3 +0.2%
MHI
1313
Miller Howard Investments
New York
$461K +$175K +753 +66%
IWM
1314
Integris Wealth Management
California
$461K – – –
TI
1315
Trexquant Investment
Connecticut
$461K +$443K +1,900 New
PSA
1316
Plum Street Advisors
Louisiana
$460K – – –
GGS
1317
Galvin Gaustad & Stein
Arizona
$460K -$1.28M -5,478 -74%
PAI
1318
Pittenger & Anderson Inc
Nebraska
$459K – – –
RA
1319
Riverstone Advisors
Texas
$457K +$233 +1 +0.1%
GEA
1320
Glen Eagle Advisors
New Jersey
$456K – – –
SW
1321
SteelPeak Wealth
California
$454K – – –
OWP
1322
Obermeyer Wealth Partners
Colorado
$453K -$256K -1,099 -37%
IIM
1323
Ironwood Investment Management
Massachusetts
$453K – – –
PGWA
1324
Plus Group Wealth Advisors
Wisconsin
$451K -$1.17K -5 -0.3%
JPWM
1325
Jamison Private Wealth Management
Georgia
$449K +$4.66K +20 +1%
51 52
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