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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1376
Cathy Pareto & Associates
Florida
$406K +$1.4K +6 +0.4%
AWMG
1377
Alliance Wealth Management Group
New Jersey
$406K -$11.6K -50 -3%
PIWA
1378
Prevail Innovative Wealth Advisors
Kansas
$405K +$389K +1,671 New
OWA
1379
Opal Wealth Advisors
New York
$405K -$334K -1,436 -46%
FMTCOCP
1380
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$403K – – –
APC
1381
Aspire Private Capital
North Carolina
$402K – – –
SFS
1382
Sharp Financial Services
Pennsylvania
$402K -$5.36K -23 -1%
FCAS
1383
First Command Advisory Services
Texas
$400K -$2.33K -10 -0.6%
PB
1384
Pinnacle Bancorp
Nebraska
$400K -$70.1K -301 -15%
SEEDPG
1385
S.E.E.D. Planning Group
New York
$400K – – –
BWM
1386
BCGM Wealth Management
Indiana
$399K +$233 +1 +0.1%
FLP
1387
Financial Life Planners
Arizona
$398K +$1.17K +5 +0.3%
CWL
1388
Causey Wealth LLC
Colorado
$397K +$466 +2 +0.1%
AP
1389
Appleton Partners
Massachusetts
$397K – – –
JFA
1390
JNBA Financial Advisors
Minnesota
$397K -$2.79K -12 -0.7%
EWM
1391
Elevation Wealth Management
Minnesota
$397K -$75.2K -323 -16%
CAG
1392
Csenge Advisory Group
Florida
$396K +$15.4K +66 +4%
NAMI
1393
Nomura Asset Management International
Pennsylvania
$396K -$939K -4,033 -71%
HAIM
1394
Hunter Associates Investment Management
Pennsylvania
$395K – – –
AF
1395
Align Financial
Minnesota
$394K – – –
BI
1396
Berkeley Inc
Idaho
$394K -$2.79K -12 -0.7%
TWA
1397
Talisman Wealth Advisors
New Jersey
$394K -$35.6K -153 -9%
MIM
1398
Merrion Investment Management
New Jersey
$393K +$377K +1,620 New
PA
1399
Powerhouse Assets
Massachusetts
$392K – – –
RB
1400
Renasant Bank
Mississippi
$391K -$72.2K -310 -16%
54 55
56
57 58