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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1376
IBEX Wealth Advisors
New Jersey
$358K +$367K +1,675 New
CPA
1377
Cathy Pareto & Associates
Florida
$357K +$1.31K +6 +0.4%
FMTCOCP
1378
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$356K – – –
FCAS
1379
First Command Advisory Services
Texas
$355K +$2.19K +10 +0.6%
APC
1380
Aspire Private Capital
North Carolina
$355K – – –
HBT
1381
Heartland Bank & Trust
Illinois
$353K +$362K +1,654 New
FA
1382
Fermata Advisors
California
$353K +$66.6K +304 +23%
JFA
1383
JNBA Financial Advisors
Minnesota
$352K – – –
SEEDPG
1384
S.E.E.D. Planning Group
New York
$352K – – –
BWM
1385
BCGM Wealth Management
Indiana
$351K +$3.29K +15 +0.9%
AP
1386
Appleton Partners
Massachusetts
$350K – – –
FLP
1387
Financial Life Planners
Arizona
$350K -$16.4K -75 -4%
BI
1388
Berkeley Inc
Idaho
$350K – – –
CWL
1389
Causey Wealth LLC
Colorado
$350K +$438 +2 +0.1%
HAIM
1390
Hunter Associates Investment Management
Pennsylvania
$349K – – –
DWA
1391
Delap Wealth Advisory
Oregon
$348K – – –
AF
1392
Align Financial
Minnesota
$347K -$74.5M -340,387 -100%
CBB
1393
Citizens Business Bank
California
$347K -$43.8K -200 -11%
KWA
1394
Kondo Wealth Advisors
California
$346K +$876 +4 +0.2%
PC
1395
Permanens Capital
New York
$346K +$35.3K +161 +11%
PA
1396
Powerhouse Assets
Massachusetts
$345K – – –
HAFG
1397
Hansen & Associates Financial Group
California
$344K -$1.34M -6,122 -79%
TCM
1398
TD Capital Management
Tennessee
$343K +$252K +1,152 +254%
LNB
1399
Ledyard National Bank
$338K – – –
JC
1400
JB Capital
Connecticut
$338K +$7.23K +33 +2%
54 55
56
57 58