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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
DM
1301
Diversified Management
Wisconsin
$413K +$69.9K +319 +20%
CFS
1302
Coordinated Financial Services
Colorado
$413K – – –
MWM
1303
Mascagni Wealth Management
Mississippi
$412K – – –
NDBT
1304
North Dallas Bank & Trust
Texas
$412K – – –
CWM
1305
Curtis Wealth Management
Nevada
$412K – – –
IFWM
1306
Institute for Wealth Management
Colorado
$411K -$1.09K -5 -0.3%
RB
1307
Renasant Bank
Mississippi
$411K -$487K -2,222 -54%
MAS
1308
Meeder Advisory Services
Ohio
$411K -$51.2K -234 -11%
BBPWM
1309
Blue Bell Private Wealth Management
Pennsylvania
$409K -$124K -567 -23%
PW
1310
PUREfi Wealth
Massachusetts
$409K -$70.7K -323 -14%
AWA
1311
Arbor Wealth Advisors
Michigan
$408K – – –
AWM
1312
Atticus Wealth Management
Florida
$408K -$37.2K -170 -8%
AC
1313
Allstate Corporation
Illinois
$406K – – –
IWM
1314
Integris Wealth Management
California
$406K – – –
PSA
1315
Plum Street Advisors
Louisiana
$406K – – –
AF
1316
ASL Financial
California
$405K -$27.2K -124 -6%
PAI
1317
Pittenger & Anderson Inc
Nebraska
$405K – – –
FWI
1318
Facet Wealth Inc
Maryland
$405K +$8.76K +40 +2%
AI
1319
Arvest Investments
Arkansas
$404K -$2.68M -12,215 -87%
PCM
1320
Poehling Capital Management
Wisconsin
$404K – – –
RA
1321
Riverstone Advisors
Texas
$402K +$412K +1,883 New
GEA
1322
Glen Eagle Advisors
New Jersey
$402K – – –
CA
1323
Crewe Advisors
Utah
$401K – – –
SW
1324
SteelPeak Wealth
California
$400K +$178K +811 +76%
IIM
1325
Ironwood Investment Management
Massachusetts
$399K – – –
51 52
53
54 55