We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
1351
USAdvisors Wealth Management
Minnesota
$289K +$2.88K +15 +1%
SPC
1352
Spirepoint Private Client
Florida
$289K -$25.7K -134 -8%
GD
1353
Grandfield & Dodd
New York
$288K – – –
SCM
1354
Stonehearth Capital Management
Massachusetts
$288K – – –
BHA
1355
Beech Hill Advisors
New York
$287K +$14.4K +75 +5%
KWMG
1356
King Wealth Management Group
Florida
$286K – – –
MA
1357
MJP Associates
Connecticut
$286K +$1.53K +8 +0.5%
MWM
1358
Merriman Wealth Management
Washington
$285K +$12.9K +67 +5%
CWM
1359
Campbell Wealth Management
Virginia
$281K +$291K +1,518 New
PWP
1360
Private Wealth Partners
California
$279K – – –
BCM
1361
Beaumont Capital Management
Massachusetts
$279K +$54.3K +283 +23%
LWMT
1362
Legacy Wealth Management (Tennessee)
Tennessee
$278K – – –
BHWM
1363
Beaird Harris Wealth Management
Texas
$278K +$192 +1 +0.1%
TIM
1364
Thompson Investment Management
Wisconsin
$278K +$288K +1,500 New
WA
1365
Wealth Architects
California
$277K -$46.6K -243 -14%
LNB
1366
Ledyard National Bank
$276K +$19K +99 +7%
SL
1367
Sentinus LLC
Illinois
$276K -$176K -918 -38%
DCM
1368
Donaldson Capital Management
Indiana
$275K – – –
FPTW
1369
Franklin, Parlapiano, Turner & Welch
Texas
$275K – – –
RWP
1370
Ridgecrest Wealth Partners
California
$274K – – –
SSWM
1371
Smith Salley Wealth Management
North Carolina
$273K – – –
CA
1372
Crewe Advisors
Utah
$271K +$118K +613 +72%
OFA
1373
Oak Family Advisors
Illinois
$271K -$9.4K -49 -3%
NHC
1374
Nicholas Hoffman & Company
Georgia
$270K -$2.3K -12 -0.8%
NQWM
1375
Northwest Quadrant Wealth Management
Oregon
$270K +$18.4K +96 +7%
53 54
55
56 57