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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1326
SteelPeak Wealth
California
$454K – – –
OWP
1327
Obermeyer Wealth Partners
Colorado
$453K -$256K -1,099 -37%
IIM
1328
Ironwood Investment Management
Massachusetts
$453K – – –
PGWA
1329
Plus Group Wealth Advisors
Wisconsin
$451K -$1.17K -5 -0.3%
JPWM
1330
Jamison Private Wealth Management
Georgia
$449K +$4.66K +20 +1%
WT
1331
Washington Trust
Rhode Island
$449K – – –
GWP
1332
Gateway Wealth Partners
Wisconsin
$449K -$374K -1,606 -46%
MP
1333
McDonald Partners
Ohio
$448K – – –
AT
1334
Arlington Trust
Alabama
$448K – – –
SPG
1335
Strategic Planning Group
Utah
$447K +$1.17K +5 +0.3%
PPW
1336
PACK Private Wealth
Minnesota
$447K – – –
SWM
1337
Selective Wealth Management
Virginia
$446K +$111K +476 +36%
SWP
1338
ShoreHaven Wealth Partners
New Jersey
$445K – – –
GFA
1339
Gallagher Fiduciary Advisors
Illinois
$443K +$426K +1,827 New
CAS
1340
Coppell Advisory Solutions
Texas
$442K +$442K +1,898 New
CA
1341
Crewe Advisors
Utah
$441K -$13.5K -58 -3%
JAA
1342
Joel Adams & Associates
North Carolina
$441K -$343K -1,474 -45%
HR
1343
Howe & Rusling
New York
$441K +$75K +322 +22%
CCP
1344
Cassia Capital Partners
North Carolina
$440K – – –
CCG
1345
Cypress Capital Group
Florida
$438K – – –
GKIM
1346
GW&K Investment Management
Massachusetts
$437K – – –
CA
1347
Centerpoint Advisors
Massachusetts
$436K -$86.2K -370 -17%
NAS
1348
NWF Advisory Services
California
$435K – – –
WTB
1349
Washington Trust Bank
Washington
$435K -$315K -1,351 -43%
FAT
1350
First American Trust
California
$433K +$170K +729 +69%
52 53
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