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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
1401
Matthew Hamilton Rosenberg
$64.8K -$10.8K -62 -14%
SA
1402
SRH Advisors
Kansas
$64.6K – – –
PWMG
1403
Prestige Wealth Management Group
New Jersey
$63K – – –
HT
1404
Headlands Technologies
Illinois
$62.3K +$62.4K +357 New
WFA
1405
West Financial Advisors
Iowa
$61.2K – – –
SN
1406
Sittner & Nelson
Oregon
$60.4K – – –
SAM
1407
Smartleaf Asset Management
Massachusetts
$58.4K – – –
CPG
1408
Cornerstone Planning Group
New Jersey
$57.1K +$9.44K +54 +20%
MM
1409
Main Management
California
$56K – – –
MFG
1410
Mendota Financial Group
Wisconsin
$55.3K – – –
RFS
1411
Richardson Financial Services
Massachusetts
$54.8K – – –
DP
1412
Denver PWM
Colorado
$54.6K +$54.7K +313 New
VWM
1413
Venturi Wealth Management
Texas
$53.4K -$28.7K -164 -35%
CB
1414
CNB Bank
Pennsylvania
$53.2K – – –
CPA
1415
Clear Point Advisors
New York
$52.8K +$350 +2 +0.7%
APW
1416
Atlantic Private Wealth
North Carolina
$52.5K – – –
NCM
1417
Northwest Capital Management
Oregon
$52K -$88.3K -505 -63%
SIS
1418
Sound Income Strategies
Florida
$51K +$175 +1 +0.3%
PSB
1419
Piscataqua Savings Bank
New Hampshire
$50.6K – – –
RWPA
1420
Richard W. Paul & Associates
Michigan
$50.2K -$14.9K -85 -23%
OSNBOA
1421
Old Second National Bank of Aurora
Illinois
$49.5K – – –
NSIM
1422
North Star Investment Management
Illinois
$46.8K -$16.4K -94 -26%
CJ
1423
Caitlin John
Michigan
$45.4K – – –
JWM
1424
Janiczek Wealth Management
Colorado
$43.6K – – –
HWA
1425
HHM Wealth Advisors
Tennessee
$43.4K +$10.5K +60 +32%
55 56
57
58 59