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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1326
Thoroughbred Financial Services
Tennessee
$233K -$893K -4,900 -80%
RW
1327
REDW Wealth
New Mexico
$233K +$182 +1 +0.1%
ARC
1328
Advisor Resource Council
Texas
$232K +$223K +1,224 New
CKAIS
1329
Christensen King & Associates Investment Services
Washington
$232K -$1.64K -9 -0.7%
BCM
1330
Beaumont Capital Management
Massachusetts
$232K -$2.92M -16,036 -93%
BPFA
1331
Barnes Pettey Financial Advisors
Mississippi
$232K – – –
SG
1332
Sharper & Granite
California
$231K – – –
WRPWM
1333
Werba Rubin Papier Wealth Management
California
$231K – – –
BSA
1334
Braun Stacey Associates
New York
$231K -$8.56K -47 -4%
CFSG
1335
Community Financial Services Group
Vermont
$230K – – –
BB
1336
Berkshire Bank
Massachusetts
$230K – – –
SWM
1337
SK Wealth Management
Rhode Island
$229K +$224K +1,227 New
CC
1338
Commons Capital
Massachusetts
$229K +$364 +2 +0.2%
SCP
1339
Stevens Capital Partners
Nebraska
$228K -$9.29K -51 -4%
LWM
1340
LongView Wealth Management
Georgia
$228K – – –
MTIC
1341
Missouri Trust & Investment Company
Missouri
$228K – – –
MIM
1342
MTM Investment Management
South Carolina
$228K – – –
FAT
1343
First American Trust
California
$227K +$218K +1,198 New
SWM
1344
Selective Wealth Management
Virginia
$226K – – –
TF
1345
Trek Financial
Arizona
$225K -$34.6K -190 -14%
RC
1346
Roundview Capital
New Jersey
$225K -$2K -11 -0.9%
HC
1347
Hourglass Capital
Texas
$225K -$14.6K -80 -6%
WA
1348
WBH Advisory
Maryland
$224K -$364 -2 -0.2%
PIMG
1349
Patriot Investment Management Group
Tennessee
$223K – – –
BCM
1350
Brookmont Capital Management
Texas
$222K – – –
52 53
54
55 56