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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1326
Private Wealth Partners
California
$307K – – –
PWMAG
1327
Pinnacle Wealth Management Advisory Group
New Jersey
$306K -$458K -2,300 -60%
LWMT
1328
Legacy Wealth Management (Tennessee)
Tennessee
$306K -$4.58K -23 -2%
BL
1329
Balentine LLC
Georgia
$306K -$198K -995 -40%
BCM
1330
Boreal Capital Management
Florida
$305K – – –
TIM
1331
Thompson Investment Management
Wisconsin
$305K – – –
AHB
1332
Abner Herrman & Brock
New Jersey
$305K +$298K +1,500 New
WA
1333
Wealth Architects
California
$305K – – –
WBG
1334
Wharton Business Group
Pennsylvania
$305K – – –
FPTW
1335
Franklin, Parlapiano, Turner & Welch
Texas
$302K – – –
EIP
1336
Easterly Investment Partners
Massachusetts
$302K – – –
RWP
1337
Ridgecrest Wealth Partners
California
$301K – – –
SWM
1338
Stockman Wealth Management
Montana
$300K – – –
PF
1339
PlanWiser Financial
Colorado
$300K – – –
CPCM
1340
Cardinal Point Capital Management
Ontario, Canada
$299K +$295K +1,484 New
MLL
1341
Moody Lynn & Lieberson
Massachusetts
$295K – – –
PC
1342
Permanens Capital
New York
$295K +$1.39K +7 +0.5%
CST
1343
Charles Schwab Trust
Nevada
$293K +$56.5K +284 +25%
AFA
1344
Arlington Financial Advisors
California
$292K – – –
LWM
1345
Lakeridge Wealth Management
Ohio
$291K +$398 +2 +0.1%
LIG
1346
Lokken Investment Group
Delaware
$290K – – –
VWM
1347
Verus Wealth Management
Wisconsin
$290K – – –
EWM
1348
Echo Wealth Management
Minnesota
$290K – – –
SCM
1349
Sollinda Capital Management
Florida
$290K – – –
WPW
1350
Watershed Private Wealth
Illinois
$290K -$796 -4 -0.3%
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