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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMT
1326
Legacy Wealth Management (Tennessee)
Tennessee
$297K – – –
TCOT
1327
Trust Company of Toledo
Ohio
$296K +$282K +1,522 New
PWP
1328
Private Wealth Partners
California
$293K – – –
PF
1329
PlanWiser Financial
Colorado
$292K – – –
TIM
1330
Thompson Investment Management
Wisconsin
$291K – – –
BCM
1331
Boreal Capital Management
Florida
$291K +$278K +1,500 New
WBG
1332
Wharton Business Group
Pennsylvania
$291K +$10.2K +55 +4%
WA
1333
Wealth Architects
California
$291K – – –
VC
1334
Vestor Capital
Illinois
$289K +$2.09M +11,274 +1,711%
FPTW
1335
Franklin, Parlapiano, Turner & Welch
Texas
$288K – – –
EIP
1336
Easterly Investment Partners
Massachusetts
$288K – – –
RWP
1337
Ridgecrest Wealth Partners
California
$287K – – –
SWM
1338
Stockman Wealth Management
Montana
$286K -$2.78K -15 -1%
ACI
1339
Alpha Cubed Investments
California
$285K -$40.9K -221 -13%
NHC
1340
Nicholas Hoffman & Company
Georgia
$284K – – –
EC
1341
EdgeRock Capital
Colorado
$284K +$270K +1,460 New
XT
1342
XTX Topco
Cayman Islands
$283K +$269K +1,455 New
MLL
1343
Moody Lynn & Lieberson
Massachusetts
$281K – – –
PC
1344
Permanens Capital
New York
$280K +$267K +1,442 New
AFA
1345
Arlington Financial Advisors
California
$279K -$349K -1,886 -57%
KAM
1346
KEB Asset Management
Illinois
$278K – – –
KWM
1347
Keebeck Wealth Management
Illinois
$278K +$19.8K +107 +8%
LWM
1348
Lakeridge Wealth Management
Ohio
$277K -$256K -1,380 -49%
WPW
1349
Watershed Private Wealth
Illinois
$277K +$264K +1,426 New
LIG
1350
Lokken Investment Group
Delaware
$277K +$20.6K +111 +8%
52 53
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55 56