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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1376
Donaldson Capital Management
Indiana
$275K – – –
SIC
1377
Sterling Investment Counsel
New York
$275K +$268K +1,348 New
FA
1378
Fermata Advisors
California
$274K – – –
PWS
1379
Proactive Wealth Strategies
Georgia
$274K +$1.99K +10 +0.7%
KWM
1380
Keebeck Wealth Management
Illinois
$273K -$17.9K -90 -6%
PFA
1381
Pillar Financial Advisors
Kentucky
$272K -$49.7K -250 -16%
FCAS
1382
First Command Advisory Services
Texas
$272K +$202K +1,014 +315%
TCM
1383
Traynor Capital Management
Pennsylvania
$272K +$199 +1 +0.1%
EFN
1384
Equita Financial Network
Pennsylvania
$272K +$796 +4 +0.3%
SWM
1385
Selective Wealth Management
Virginia
$271K – – –
CKAIS
1386
Christensen King & Associates Investment Services
Washington
$271K +$20.5K +103 +8%
HPC
1387
HM Payson & Co
Maine
$271K -$47.7K -240 -15%
AA
1388
Addison Advisors
Vermont
$270K +$15.3K +77 +6%
SWMP
1389
Signature Wealth Management Partners
New Jersey
$269K +$995 +5 +0.4%
SA
1390
Sicart Associates
New York
$268K – – –
LSA
1391
Lansing Street Advisors
Pennsylvania
$267K +$995 +5 +0.4%
RLIM
1392
Red Lighthouse Investment Management
New York
$266K – – –
PFT
1393
Providence First Trust
Arizona
$266K -$149K -750 -36%
MWM
1394
MorganRosel Wealth Management
Colorado
$266K – – –
AGWCA
1395
Annis Gardner Whiting Capital Advisors
Florida
$266K – – –
NWP
1396
NerdWallet Wealth Partners
New York
$263K +$257K +1,293 New
GA
1397
Gordian Advisors
Arizona
$263K – – –
AFA
1398
Allium Financial Advisors
Oregon
$263K -$51.7K -260 -17%
MW
1399
Members Wealth
Pennsylvania
$262K +$255K +1,284 New
CAM
1400
Cozad Asset Management
Illinois
$261K -$135K -677 -35%
54 55
56
57 58