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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1326
EdgeRock Capital
Colorado
$311K +$13.5K +68 +5%
TCOT
1327
Trust Company of Toledo
Ohio
$310K – – –
SSWM
1328
Smith Salley Wealth Management
North Carolina
$309K +$30.8K +155 +11%
PWP
1329
Private Wealth Partners
California
$307K – – –
PWMAG
1330
Pinnacle Wealth Management Advisory Group
New Jersey
$306K -$458K -2,300 -60%
LWMT
1331
Legacy Wealth Management (Tennessee)
Tennessee
$306K -$4.58K -23 -2%
BL
1332
Balentine LLC
Georgia
$306K -$198K -995 -40%
BCM
1333
Boreal Capital Management
Florida
$305K – – –
TIM
1334
Thompson Investment Management
Wisconsin
$305K – – –
AHB
1335
Abner Herrman & Brock
New Jersey
$305K +$298K +1,500 New
WA
1336
Wealth Architects
California
$305K – – –
WBG
1337
Wharton Business Group
Pennsylvania
$305K – – –
FPTW
1338
Franklin, Parlapiano, Turner & Welch
Texas
$302K – – –
EIP
1339
Easterly Investment Partners
Massachusetts
$302K – – –
RWP
1340
Ridgecrest Wealth Partners
California
$301K – – –
SWM
1341
Stockman Wealth Management
Montana
$300K – – –
PF
1342
PlanWiser Financial
Colorado
$300K – – –
CPCM
1343
Cardinal Point Capital Management
Ontario, Canada
$299K +$295K +1,484 New
MLL
1344
Moody Lynn & Lieberson
Massachusetts
$295K – – –
PC
1345
Permanens Capital
New York
$295K +$1.39K +7 +0.5%
CST
1346
Charles Schwab Trust
Nevada
$293K +$56.5K +284 +25%
AFA
1347
Arlington Financial Advisors
California
$292K – – –
LWM
1348
Lakeridge Wealth Management
Ohio
$291K +$398 +2 +0.1%
LIG
1349
Lokken Investment Group
Delaware
$290K – – –
VWM
1350
Verus Wealth Management
Wisconsin
$290K – – –
52 53
54
55 56