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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1401
Lansing Street Advisors
Pennsylvania
$245K +$952 +5 +0.4%
CCM
1402
Cullen Capital Management
New York
$243K -$30.8M -161,830 -99%
FYW
1403
Future You Wealth
New York
$243K – – –
GA
1404
Gordian Advisors
Arizona
$243K – – –
CMAI
1405
Capital Management Associates Inc
Minnesota
$242K +$245K +1,288 New
AWP
1406
Abacus Wealth Partners
California
$241K – – –
QFW
1407
QTR Family Wealth
Florida
$241K +$243K +1,278 New
MIM
1408
MTM Investment Management
South Carolina
$240K +$190 +1 +0.1%
SAM
1409
S.A. Mason
Michigan
$240K – – –
OCM
1410
Orion Capital Management
California
$240K – – –
PP
1411
PDS Planning
Ohio
$240K -$9.14K -48 -4%
RCM
1412
RMR Capital Management
California
$240K – – –
SS
1413
Sunbelt Securities
Texas
$239K -$977K -5,129 -80%
GIP
1414
Greatmark Investment Partners
Georgia
$239K – – –
CBT
1415
Crews Bank & Trust
Florida
$239K -$1.9K -10 -0.8%
PC
1416
Pecaut & Co
Iowa
$238K +$241K +1,265 New
LA
1417
LPF Advisors
Florida
$238K – – –
GSEP
1418
Golden State Equity Partners
California
$236K -$120K -629 -33%
GD
1419
Grandfield & Dodd
New York
$236K -$57.5K -302 -19%
KIA
1420
KCM Investment Advisors
California
$236K – – –
MF
1421
Montis Financial
Massachusetts
$236K -$201K -1,058 -46%
AA
1422
Addison Advisors
Vermont
$235K – – –
PP
1423
Patten & Patten
Tennessee
$235K +$190 +1 +0.1%
ERIC
1424
Eagle Rock Investment Company
Georgia
$233K +$236K +1,239 New
SWM
1425
Selective Wealth Management
Virginia
$233K – – –
55 56
57
58 59