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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
1301
Greatmark Investment Partners
Georgia
$227K -$35K -207 -14%
TW
1302
TrinityPoint Wealth
Connecticut
$227K +$2.2K +13 +1%
OPA
1303
Old Port Advisors
Maine
$227K – – –
LA
1304
LPF Advisors
Florida
$226K +$214K +1,263 New
OCM
1305
Orion Capital Management
California
$225K – – –
AA
1306
Addison Advisors
Vermont
$224K – – –
SCM
1307
Steele Capital Management
Iowa
$223K – – –
DWM
1308
Dopkins Wealth Management
New York
$223K +$210K +1,244 New
EA
1309
Eudaimonia Advisors
Tennessee
$222K – – –
CFSG
1310
Community Financial Services Group
Vermont
$222K +$210K +1,239 New
NC
1311
NovaPoint Capital
Georgia
$221K -$50.9K -301 -20%
AP
1312
Atwood & Palmer
Missouri
$221K – – –
NFA
1313
Northern Financial Advisors
Michigan
$221K – – –
FWA
1314
FSM Wealth Advisors
Ohio
$220K +$208K +1,229 New
FAM
1315
Formidable Asset Management
Ohio
$219K +$207K +1,225 New
RW
1316
REDW Wealth
New Mexico
$219K +$169 +1 +0.1%
BPFA
1317
Barnes Pettey Financial Advisors
Mississippi
$219K +$207K +1,223 New
RRCM
1318
Rappaport Reiches Capital Management
Illinois
$219K – – –
NWM
1319
Northwest Wealth Management
Iowa
$218K -$16.4K -97 -7%
LWM
1320
LongView Wealth Management
Georgia
$218K -$3.89K -23 -2%
SWP
1321
Strategic Wealth Partners
Ohio
$217K +$205K +1,211 New
CPRC
1322
Consolidated Portfolio Review Corp
New York
$216K +$204K +1,208 New
SG
1323
Sharper & Granite
California
$215K -$20.3K -120 -9%
CC
1324
Commons Capital
Massachusetts
$215K +$203K +1,202 New
MIM
1325
MTM Investment Management
South Carolina
$215K +$46.7K +276 +30%
51 52
53
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