We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWL
1301
Causey Wealth LLC
Colorado
$307K -$43.6K -229 -12%
DWA
1302
Delap Wealth Advisory
Oregon
$307K – – –
MPCG
1303
Matrix Private Capital Group
New York
$306K +$381 +2 +0.1%
BWM
1304
BCGM Wealth Management
Indiana
$306K +$381 +2 +0.1%
PWMG
1305
Pinnacle Wealth Management Group
Michigan
$305K -$43K -226 -12%
PWP
1306
Principle Wealth Partners
Connecticut
$305K – – –
BC
1307
Brio Consultants
California
$303K +$307K +1,610 New
LA
1308
LVW Advisors
New York
$301K -$44.9K -236 -13%
PA
1309
Persium Advisors
Georgia
$300K – – –
PFA
1310
Pillar Financial Advisors
Kentucky
$299K – – –
BEAM
1311
Baker Ellis Asset Management
Washington
$299K – – –
FPB
1312
First PREMIER Bank
South Dakota
$298K -$19K -100 -6%
EPM
1313
Elm Partners Management
Pennsylvania
$298K -$381 -2 -0.1%
JPWM
1314
Jamison Private Wealth Management
Georgia
$296K – – –
FWIA
1315
Fort Washington Investment Advisors
Ohio
$296K – – –
SPC
1316
Spirepoint Private Client
Florida
$294K – – –
WG
1317
Watchman Group
Texas
$293K -$19.4K -102 -6%
MYIA
1318
Mount Yale Investment Advisors
Colorado
$293K -$1.43M -7,490 -83%
SCM
1319
Stonehearth Capital Management
Massachusetts
$292K – – –
AFA
1320
Allium Financial Advisors
Oregon
$292K +$295K +1,551 New
DA
1321
Doliver Advisors
Texas
$292K -$19K -100 -6%
BHA
1322
Beech Hill Advisors
New York
$291K – – –
CA
1323
Crewe Advisors
Utah
$290K +$14.3K +75 +5%
TWP
1324
Triad Wealth Partners
Kansas
$289K -$27.6K -145 -9%
TC
1325
Trust Company
Kansas
$288K -$8.57K -45 -3%
51 52
53
54 55