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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
1401
Signature Wealth Management Partners
New Jersey
$246K +$16.2K +85 +7%
MWM
1402
MorganRosel Wealth Management
Colorado
$246K -$51K -268 -17%
BFWM
1403
Bright Futures Wealth Management
New York
$245K -$15.2K -80 -5%
LSA
1404
Lansing Street Advisors
Pennsylvania
$245K +$952 +5 +0.4%
CCM
1405
Cullen Capital Management
New York
$243K -$30.8M -161,830 -99%
FYW
1406
Future You Wealth
New York
$243K – – –
GA
1407
Gordian Advisors
Arizona
$243K – – –
CMAI
1408
Capital Management Associates Inc
Minnesota
$242K +$245K +1,288 New
AWP
1409
Abacus Wealth Partners
California
$241K – – –
QFW
1410
QTR Family Wealth
Florida
$241K +$243K +1,278 New
MIM
1411
MTM Investment Management
South Carolina
$240K +$190 +1 +0.1%
SAM
1412
S.A. Mason
Michigan
$240K – – –
OCM
1413
Orion Capital Management
California
$240K – – –
PP
1414
PDS Planning
Ohio
$240K -$9.14K -48 -4%
RCM
1415
RMR Capital Management
California
$240K – – –
SS
1416
Sunbelt Securities
Texas
$239K -$977K -5,129 -80%
GIP
1417
Greatmark Investment Partners
Georgia
$239K – – –
CBT
1418
Crews Bank & Trust
Florida
$239K -$1.9K -10 -0.8%
PC
1419
Pecaut & Co
Iowa
$238K +$241K +1,265 New
LA
1420
LPF Advisors
Florida
$238K – – –
GSEP
1421
Golden State Equity Partners
California
$236K -$120K -629 -33%
GD
1422
Grandfield & Dodd
New York
$236K -$57.5K -302 -19%
KIA
1423
KCM Investment Advisors
California
$236K – – –
MF
1424
Montis Financial
Massachusetts
$236K -$201K -1,058 -46%
AA
1425
Addison Advisors
Vermont
$235K – – –
55 56
57
58 59