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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1401
FFT Wealth Management
Pennsylvania
$390K +$49.4K +212 +15%
TCM
1402
TD Capital Management
Tennessee
$390K +$932 +4 +0.2%
DWA
1403
Delap Wealth Advisory
Oregon
$390K -$5.12K -22 -1%
FSA
1404
Financial Sense Advisors
California
$388K -$49.6K -213 -12%
PCM
1405
Poehling Capital Management
Wisconsin
$386K -$69.6K -299 -16%
RWM
1406
Riverbend Wealth Management
South Carolina
$384K +$233 +1 +0.1%
KWA
1407
Kondo Wealth Advisors
California
$383K -$8.62K -37 -2%
AA
1408
Ascent Advisors
Minnesota
$383K -$575K -2,469 -61%
IAN
1409
Integrated Advisors Network
Texas
$383K -$151K -650 -29%
HW
1410
Hamilton Wealth
California
$382K – – –
APW
1411
Acima Private Wealth
Virginia
$381K – – –
JJBC
1412
James J. Burns & Company
New York
$381K – – –
CCM
1413
Compass Capital Management
Minnesota
$379K – – –
MPCG
1414
Matrix Private Capital Group
New York
$379K +$466 +2 +0.1%
LNB
1415
Ledyard National Bank
$379K -$4.66K -20 -1%
OHWP
1416
Oak Harbor Wealth Partners
North Carolina
$378K – – –
MFA
1417
McClarren Financial Advisors
Pennsylvania
$377K +$699 +3 +0.2%
SCM
1418
Stonehearth Capital Management
Massachusetts
$376K – – –
DA
1419
Doliver Advisors
Texas
$376K – – –
BHA
1420
Beech Hill Advisors
New York
$376K – – –
KWMG
1421
King Wealth Management Group
Florida
$375K – – –
BL
1422
Balentine LLC
Georgia
$375K – – –
CBB
1423
Citizens Business Bank
California
$375K -$18.6K -80 -5%
NHC
1424
Nicholas Hoffman & Company
Georgia
$372K – – –
JSL
1425
JT Stratford LLC
Georgia
$372K – – –
55 56
57
58 59