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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EPM
1376
Elm Partners Management
Pennsylvania
$412K -$20.3K -87 -5%
LA
1377
LVW Advisors
New York
$410K – – –
RG
1378
Rathbones Group
United Kingdom
$408K – – –
IWA
1379
IBEX Wealth Advisors
New Jersey
$407K +$1.17K +5 +0.3%
TH
1380
Team Hewins
California
$407K – – –
CPA
1381
Cathy Pareto & Associates
Florida
$406K +$1.4K +6 +0.4%
AWMG
1382
Alliance Wealth Management Group
New Jersey
$406K -$11.6K -50 -3%
PIWA
1383
Prevail Innovative Wealth Advisors
Kansas
$405K +$389K +1,671 New
OWA
1384
Opal Wealth Advisors
New York
$405K -$334K -1,436 -46%
FMTCOCP
1385
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$403K – – –
APC
1386
Aspire Private Capital
North Carolina
$402K – – –
SFS
1387
Sharp Financial Services
Pennsylvania
$402K -$5.36K -23 -1%
FCAS
1388
First Command Advisory Services
Texas
$400K -$2.33K -10 -0.6%
PB
1389
Pinnacle Bancorp
Nebraska
$400K -$70.1K -301 -15%
SEEDPG
1390
S.E.E.D. Planning Group
New York
$400K – – –
BWM
1391
BCGM Wealth Management
Indiana
$399K +$233 +1 +0.1%
FLP
1392
Financial Life Planners
Arizona
$398K +$1.17K +5 +0.3%
CWL
1393
Causey Wealth LLC
Colorado
$397K +$466 +2 +0.1%
AP
1394
Appleton Partners
Massachusetts
$397K – – –
JFA
1395
JNBA Financial Advisors
Minnesota
$397K -$2.79K -12 -0.7%
EWM
1396
Elevation Wealth Management
Minnesota
$397K -$75.2K -323 -16%
CAG
1397
Csenge Advisory Group
Florida
$396K +$15.4K +66 +4%
NAMI
1398
Nomura Asset Management International
Pennsylvania
$396K -$939K -4,033 -71%
HAIM
1399
Hunter Associates Investment Management
Pennsylvania
$395K – – –
AF
1400
Align Financial
Minnesota
$394K – – –
54 55
56
57 58