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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1301
Stevens Capital Partners
Nebraska
$219K -$6.99K -40 -3%
AA
1302
Addison Advisors
Vermont
$218K – – –
SCM
1303
Steele Capital Management
Iowa
$218K – – –
NC
1304
NovaPoint Capital
Georgia
$216K – – –
AP
1305
Atwood & Palmer
Missouri
$215K – – –
CKAIS
1306
Christensen King & Associates Investment Services
Washington
$215K -$49.3K -282 -19%
FWA
1307
FSM Wealth Advisors
Ohio
$215K +$175 +1 +0.1%
RW
1308
REDW Wealth
New Mexico
$214K +$175 +1 +0.1%
BPFA
1309
Barnes Pettey Financial Advisors
Mississippi
$213K – – –
SG
1310
Sharper & Granite
California
$213K – – –
WRPWM
1311
Werba Rubin Papier Wealth Management
California
$213K +$213K +1,218 New
CFSG
1312
Community Financial Services Group
Vermont
$212K -$4.37K -25 -2%
BB
1313
Berkshire Bank
Massachusetts
$212K -$65.2K -373 -24%
GI
1314
Gradient Investments
Minnesota
$211K +$68.7K +393 +48%
FFP
1315
FourThought Financial Partners
Florida
$210K -$166K -949 -44%
CC
1316
Commons Capital
Massachusetts
$210K +$175 +1 +0.1%
MIM
1317
MTM Investment Management
South Carolina
$210K – – –
NWM
1318
Northwest Wealth Management
Iowa
$209K -$3.32K -19 -2%
LWM
1319
LongView Wealth Management
Georgia
$209K -$2.8K -16 -1%
MTIC
1320
Missouri Trust & Investment Company
Missouri
$209K – – –
SWM
1321
Selective Wealth Management
Virginia
$209K – – –
RC
1322
Roundview Capital
New Jersey
$209K – – –
AFP
1323
Alpha Financial Partners
Kentucky
$208K +$209K +1,193 New
WA
1324
WBH Advisory
Maryland
$206K -$175 -1 -0.1%
SCM
1325
Stonehearth Capital Management
Massachusetts
$206K – – –
51 52
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