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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1401
Sugarloaf Wealth Management
Georgia
$181K – – –
WBC
1402
West Branch Capital
Massachusetts
$179K -$2.19K -12 -1%
CF
1403
Centaurus Financial
California
$178K +$52.1K +286 +44%
GFL
1404
Granite FO LLC
New Hampshire
$171K +$164K +902 New
DFC
1405
DB Fitzpatrick & Co
Idaho
$170K -$182 -1 -0.1%
MFT
1406
Moisand Fitzgerald Tamayo
Florida
$167K – – –
IWP
1407
IAG Wealth Partners
Wisconsin
$167K +$83.8K +460 +110%
W
1408
WealthCollab
Washington
$164K – – –
BMC
1409
Bear Mountain Capital
Washington
$163K -$5.65K -31 -4%
CFD
1410
Creative Financial Designs
Indiana
$163K +$364 +2 +0.2%
PCWA
1411
Pacific Capital Wealth Advisors
California
$162K – – –
CA
1412
Crewe Advisors
Utah
$162K – – –
AWM
1413
Avondale Wealth Management
Texas
$157K – – –
OP
1414
ORG Partners
Indiana
$155K – – –
BCP
1415
Blue Chip Partners
Michigan
$152K +$2K +11 +1%
SAM
1416
Smartleaf Asset Management
Massachusetts
$150K +$83.1K +456 +136%
RFA
1417
Register Financial Advisors
Georgia
$149K +$729 +4 +0.5%
FPFS
1418
First Personal Financial Services
North Carolina
$144K +$3.28K +18 +2%
HBT
1419
Hills Bank & Trust
Iowa
$138K – – –
TWC
1420
TD Waterhouse Canada
Ontario, Canada
$136K +$120K +660 +1,100%
USB
1421
Union Savings Bank
Connecticut
$134K +$17.9K +98 +16%
DF
1422
Dunhill Financial
United Kingdom
$134K +$729 +4 +0.6%
EDRH
1423
Edmond de Rothschild Holding
Switzerland
$128K – – –
VC
1424
Vestor Capital
Illinois
$126K – – –
GWSG
1425
GPS Wealth Strategies Group
Colorado
$124K +$182 +1 +0.2%
55 56
57
58 59