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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
1376
West Branch Capital
Massachusetts
$158K -$15.4K -100 -9%
SWM
1377
Sugarloaf Wealth Management
Georgia
$157K – – –
AWM
1378
Abound Wealth Management
Tennessee
$154K -$27.5K -178 -16%
VC
1379
Vestor Capital
Illinois
$154K -$155K -1,001 -52%
IRC
1380
Investors Research Corp
Georgia
$154K +$25.5K +165 +22%
CFD
1381
Creative Financial Designs
Indiana
$153K -$5.56K -36 -4%
MIM
1382
MTM Investment Management
South Carolina
$153K -$5.41K -35 -4%
GFL
1383
Granite FO LLC
New Hampshire
$148K +$927 +6 +0.7%
MFT
1384
Moisand Fitzgerald Tamayo
Florida
$145K – – –
BMC
1385
Bear Mountain Capital
Washington
$144K +$137K +886 New
W
1386
WealthCollab
Washington
$143K +$133K +863 New
GWSG
1387
GPS Wealth Strategies Group
Colorado
$136K – – –
LFA
1388
LGT Financial Advisors
Texas
$134K – – –
NCM
1389
Northwest Capital Management
Oregon
$133K – – –
AIM
1390
Arcadia Investment Management
Michigan
$128K – – –
VWM
1391
Valley Wealth Managers
New Jersey
$125K +$117K +758 New
RFA
1392
Register Financial Advisors
Georgia
$125K +$1.39K +9 +1%
PCWA
1393
Pacific Capital Wealth Advisors
California
$125K +$117K +755 New
NFSG
1394
Newbridge Financial Services Group
Florida
$123K – – –
FPFS
1395
First Personal Financial Services
North Carolina
$123K – – –
CF
1396
Centaurus Financial
California
$121K -$83.1K -538 -42%
HBT
1397
Hills Bank & Trust
Iowa
$120K – – –
DF
1398
Dunhill Financial
United Kingdom
$115K +$107K +695 New
EW
1399
Element Wealth
Mississippi
$114K +$154 +1 +0.1%
EDRH
1400
Edmond de Rothschild Holding
Switzerland
$111K -$72.6K -470 -41%
54 55
56
57 58