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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1351
Baker Tilly Wealth Management
Wisconsin
$290K +$301K +1,567 New
BFWM
1352
Bright Futures Wealth Management
New York
$289K +$5.75K +30 +2%
UWM
1353
USAdvisors Wealth Management
Minnesota
$289K +$2.88K +15 +1%
SPC
1354
Spirepoint Private Client
Florida
$289K -$25.7K -134 -8%
GD
1355
Grandfield & Dodd
New York
$288K – – –
SCM
1356
Stonehearth Capital Management
Massachusetts
$288K – – –
BHA
1357
Beech Hill Advisors
New York
$287K +$14.4K +75 +5%
KWMG
1358
King Wealth Management Group
Florida
$286K – – –
MA
1359
MJP Associates
Connecticut
$286K +$1.53K +8 +0.5%
MWM
1360
Merriman Wealth Management
Washington
$285K +$12.9K +67 +5%
CWM
1361
Campbell Wealth Management
Virginia
$281K +$291K +1,518 New
PWP
1362
Private Wealth Partners
California
$279K – – –
BCM
1363
Beaumont Capital Management
Massachusetts
$279K +$54.3K +283 +23%
LWMT
1364
Legacy Wealth Management (Tennessee)
Tennessee
$278K – – –
BHWM
1365
Beaird Harris Wealth Management
Texas
$278K +$192 +1 +0.1%
TIM
1366
Thompson Investment Management
Wisconsin
$278K +$288K +1,500 New
WA
1367
Wealth Architects
California
$277K -$46.6K -243 -14%
LNB
1368
Ledyard National Bank
$276K +$19K +99 +7%
SL
1369
Sentinus LLC
Illinois
$276K -$176K -918 -38%
DCM
1370
Donaldson Capital Management
Indiana
$275K – – –
FPTW
1371
Franklin, Parlapiano, Turner & Welch
Texas
$275K – – –
RWP
1372
Ridgecrest Wealth Partners
California
$274K – – –
SSWM
1373
Smith Salley Wealth Management
North Carolina
$273K – – –
CA
1374
Crewe Advisors
Utah
$271K +$118K +613 +72%
OFA
1375
Oak Family Advisors
Illinois
$271K -$9.4K -49 -3%
53 54
55
56 57