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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1326
Trust Company
Kansas
$297K -$185 -1 -0.1%
EL
1327
EWA LLC
Pennsylvania
$297K +$741 +4 +0.3%
LWMT
1328
Legacy Wealth Management (Tennessee)
Tennessee
$297K – – –
TCOT
1329
Trust Company of Toledo
Ohio
$296K +$282K +1,522 New
PWP
1330
Private Wealth Partners
California
$293K – – –
PF
1331
PlanWiser Financial
Colorado
$292K – – –
TIM
1332
Thompson Investment Management
Wisconsin
$291K – – –
BCM
1333
Boreal Capital Management
Florida
$291K +$278K +1,500 New
WBG
1334
Wharton Business Group
Pennsylvania
$291K +$10.2K +55 +4%
WA
1335
Wealth Architects
California
$291K – – –
VC
1336
Vestor Capital
Illinois
$289K +$2.09M +11,274 +1,711%
FPTW
1337
Franklin, Parlapiano, Turner & Welch
Texas
$288K – – –
EIP
1338
Easterly Investment Partners
Massachusetts
$288K – – –
RWP
1339
Ridgecrest Wealth Partners
California
$287K – – –
SWM
1340
Stockman Wealth Management
Montana
$286K -$2.78K -15 -1%
ACI
1341
Alpha Cubed Investments
California
$285K -$40.9K -221 -13%
NHC
1342
Nicholas Hoffman & Company
Georgia
$284K – – –
EC
1343
EdgeRock Capital
Colorado
$284K +$270K +1,460 New
XT
1344
XTX Topco
Cayman Islands
$283K +$269K +1,455 New
MLL
1345
Moody Lynn & Lieberson
Massachusetts
$281K – – –
PC
1346
Permanens Capital
New York
$280K +$267K +1,442 New
AFA
1347
Arlington Financial Advisors
California
$279K -$349K -1,886 -57%
KAM
1348
KEB Asset Management
Illinois
$278K – – –
KWM
1349
Keebeck Wealth Management
Illinois
$278K +$19.8K +107 +8%
LWM
1350
Lakeridge Wealth Management
Ohio
$277K -$256K -1,380 -49%
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