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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1301
BCGM Wealth Management
Indiana
$306K +$381 +2 +0.1%
PWMG
1302
Pinnacle Wealth Management Group
Michigan
$305K -$43K -226 -12%
PWP
1303
Principle Wealth Partners
Connecticut
$305K – – –
BC
1304
Brio Consultants
California
$303K +$307K +1,610 New
LA
1305
LVW Advisors
New York
$301K -$44.9K -236 -13%
PA
1306
Persium Advisors
Georgia
$300K – – –
PFA
1307
Pillar Financial Advisors
Kentucky
$299K – – –
BEAM
1308
Baker Ellis Asset Management
Washington
$299K – – –
FPB
1309
First PREMIER Bank
South Dakota
$298K -$19K -100 -6%
EPM
1310
Elm Partners Management
Pennsylvania
$298K -$381 -2 -0.1%
JPWM
1311
Jamison Private Wealth Management
Georgia
$296K – – –
FWIA
1312
Fort Washington Investment Advisors
Ohio
$296K – – –
SPC
1313
Spirepoint Private Client
Florida
$294K – – –
WG
1314
Watchman Group
Texas
$293K -$19.4K -102 -6%
MYIA
1315
Mount Yale Investment Advisors
Colorado
$293K -$1.43M -7,490 -83%
SCM
1316
Stonehearth Capital Management
Massachusetts
$292K – – –
AFA
1317
Allium Financial Advisors
Oregon
$292K +$295K +1,551 New
DA
1318
Doliver Advisors
Texas
$292K -$19K -100 -6%
BHA
1319
Beech Hill Advisors
New York
$291K – – –
CA
1320
Crewe Advisors
Utah
$290K +$14.3K +75 +5%
TWP
1321
Triad Wealth Partners
Kansas
$289K -$27.6K -145 -9%
TC
1322
Trust Company
Kansas
$288K -$8.57K -45 -3%
SW
1323
SteelPeak Wealth
California
$288K -$27.4K -144 -9%
CA
1324
CoreCap Advisors
Michigan
$288K +$134K +704 +85%
LWMT
1325
Legacy Wealth Management (Tennessee)
Tennessee
$287K +$4.38K +23 +2%
51 52
53
54 55