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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1326
PGIM Custom Harvest
New Jersey
$395K +$27.3K +132 +8%
GEA
1327
Glen Eagle Advisors
New Jersey
$395K – – –
CA
1328
Crewe Advisors
Utah
$395K – – –
BCA
1329
Bay Capital Advisors
Virginia
$394K – – –
MWP
1330
Madison Wealth Partners
Wisconsin
$394K +$8.88K +43 +2%
IIM
1331
Ironwood Investment Management
Massachusetts
$393K – – –
PGWA
1332
Plus Group Wealth Advisors
Wisconsin
$393K +$385K +1,866 New
AWP
1333
Abacus Wealth Partners
California
$391K +$119K +578 +45%
MA
1334
MJP Associates
Connecticut
$390K -$36M -174,307 -99%
WT
1335
Washington Trust
Rhode Island
$390K – – –
MP
1336
McDonald Partners
Ohio
$389K – – –
SFP
1337
Strategic Financial Partners
Oregon
$388K -$62K -300 -14%
PPW
1338
PACK Private Wealth
Minnesota
$387K – – –
BEI
1339
Benjamin Edwards Inc
Missouri
$387K -$498K -2,410 -57%
SWP
1340
ShoreHaven Wealth Partners
New Jersey
$386K – – –
RWMH
1341
Riverpoint Wealth Management Holdings
Illinois
$386K – – –
JPWM
1342
Jamison Private Wealth Management
Georgia
$385K +$826 +4 +0.2%
CBB
1343
Citizens Business Bank
California
$384K +$377K +1,825 New
AGWCA
1344
Annis Gardner Whiting Capital Advisors
Florida
$383K +$106K +515 +39%
TF
1345
Trek Financial
Arizona
$383K +$131K +632 +53%
CCP
1346
Cassia Capital Partners
North Carolina
$382K -$25.2K -122 -6%
CCG
1347
Cypress Capital Group
Florida
$380K – – –
GKIM
1348
GW&K Investment Management
Massachusetts
$379K – – –
B
1349
Bayban
Minnesota
$375K +$369K +1,784 New
EPM
1350
Elm Partners Management
Pennsylvania
$375K +$620 +3 +0.2%
52 53
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