We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1401
Prestige Wealth Management Group
New Jersey
$63K – – –
HT
1402
Headlands Technologies
Illinois
$62.3K +$62.4K +357 New
WFA
1403
West Financial Advisors
Iowa
$61.2K – – –
SN
1404
Sittner & Nelson
Oregon
$60.4K – – –
SAM
1405
Smartleaf Asset Management
Massachusetts
$58.4K – – –
CPG
1406
Cornerstone Planning Group
New Jersey
$57.1K +$9.44K +54 +20%
MM
1407
Main Management
California
$56K – – –
MFG
1408
Mendota Financial Group
Wisconsin
$55.3K – – –
RFS
1409
Richardson Financial Services
Massachusetts
$54.8K – – –
DP
1410
Denver PWM
Colorado
$54.6K +$54.7K +313 New
VWM
1411
Venturi Wealth Management
Texas
$53.4K -$28.7K -164 -35%
CB
1412
CNB Bank
Pennsylvania
$53.2K – – –
CPA
1413
Clear Point Advisors
New York
$52.8K +$350 +2 +0.7%
APW
1414
Atlantic Private Wealth
North Carolina
$52.5K – – –
NCM
1415
Northwest Capital Management
Oregon
$52K -$88.3K -505 -63%
SIS
1416
Sound Income Strategies
Florida
$51K +$175 +1 +0.3%
PSB
1417
Piscataqua Savings Bank
New Hampshire
$50.6K – – –
RWPA
1418
Richard W. Paul & Associates
Michigan
$50.2K -$14.9K -85 -23%
OSNBOA
1419
Old Second National Bank of Aurora
Illinois
$49.5K – – –
NSIM
1420
North Star Investment Management
Illinois
$46.8K -$16.4K -94 -26%
CJ
1421
Caitlin John
Michigan
$45.4K – – –
JWM
1422
Janiczek Wealth Management
Colorado
$43.6K – – –
HWA
1423
HHM Wealth Advisors
Tennessee
$43.4K +$10.5K +60 +32%
JHCP
1424
Jackson Hole Capital Partners
Oklahoma
$43.1K – – –
RA
1425
Rise Advisors
New York
$42.5K +$175 +1 +0.4%
55 56
57
58 59