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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
1376
Ledyard National Bank
$265K -$5K -27 -2%
SSWM
1377
Smith Salley Wealth Management
North Carolina
$265K +$1.85K +10 +0.7%
CM
1378
Cornerstone Management
Georgia
$264K – – –
DCM
1379
Donaldson Capital Management
Indiana
$263K – – –
TCM
1380
Traynor Capital Management
Pennsylvania
$262K +$247K +1,334 New
GWM
1381
GSB Wealth Management
Connecticut
$262K +$926 +5 +0.4%
FA
1382
Fermata Advisors
California
$261K -$15K -81 -6%
GAG
1383
GM Advisory Group
New York
$261K +$741 +4 +0.3%
DWP
1384
Daymark Wealth Partners
Ohio
$261K +$37.4K +202 +18%
BHWM
1385
Beaird Harris Wealth Management
Texas
$260K -$5.74K -31 -2%
SWM
1386
Selective Wealth Management
Virginia
$260K – – –
M
1387
MOTCO
Texas
$260K – – –
LWM
1388
Liberty Wealth Management
California
$259K +$247K +1,336 New
PWS
1389
Proactive Wealth Strategies
Georgia
$259K +$1.11K +6 +0.5%
HAM
1390
Harmony Asset Management
Arizona
$259K – – –
FWI
1391
Facet Wealth Inc
Maryland
$259K +$245K +1,323 New
MCM
1392
Monument Capital Management
Virginia
$259K – – –
EFN
1393
Equita Financial Network
Pennsylvania
$258K – – –
FFP
1394
FourThought Financial Partners
Florida
$257K -$16.7K -90 -6%
SAI
1395
Savvy Advisors Inc
New York
$256K -$186K -1,005 -43%
SA
1396
Sicart Associates
New York
$256K – – –
SWMP
1397
Signature Wealth Management Partners
New Jersey
$255K +$1.11K +6 +0.5%
RLIM
1398
Red Lighthouse Investment Management
New York
$254K -$1.47M -7,962 -86%
MWM
1399
MorganRosel Wealth Management
Colorado
$254K – – –
AGWCA
1400
Annis Gardner Whiting Capital Advisors
Florida
$254K +$131K +708 +118%
54 55
56
57 58