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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1401
MorganRosel Wealth Management
Colorado
$254K – – –
AGWCA
1402
Annis Gardner Whiting Capital Advisors
Florida
$254K +$131K +708 +118%
LSA
1403
Lansing Street Advisors
Pennsylvania
$254K +$926 +5 +0.4%
AWAP
1404
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$252K -$9.26K -50 -4%
FYW
1405
Future You Wealth
New York
$251K – – –
GA
1406
Gordian Advisors
Arizona
$251K – – –
AWM
1407
Activest Wealth Management
Florida
$250K -$14.8K -80 -6%
MIM
1408
MTM Investment Management
South Carolina
$249K – – –
QFW
1409
QTR Family Wealth
Florida
$249K +$370 +2 +0.2%
OFA
1410
Oak Family Advisors
Illinois
$248K -$12K -65 -5%
AWP
1411
Abacus Wealth Partners
California
$248K – – –
SAM
1412
S.A. Mason
Michigan
$248K – – –
SWM
1413
SK Wealth Management
Rhode Island
$248K +$5.93K +32 +3%
OCM
1414
Orion Capital Management
California
$247K – – –
RCM
1415
RMR Capital Management
California
$247K – – –
GIP
1416
Greatmark Investment Partners
Georgia
$247K – – –
PA
1417
Persium Advisors
Georgia
$246K -$59.8K -323 -20%
CBT
1418
Crews Bank & Trust
Florida
$246K – – –
PP
1419
PDS Planning
Ohio
$246K -$1.48K -8 -0.6%
GKWIM
1420
Gerber Kawasaki Wealth & Investment Management
California
$245K -$19.4K -105 -8%
BWM
1421
BlackDiamond Wealth Management
New York
$245K +$231K +1,249 New
GD
1422
Grandfield & Dodd
New York
$244K – – –
PIM
1423
Penobscot Investment Management
Massachusetts
$243K +$10.2K +55 +5%
AA
1424
Addison Advisors
Vermont
$243K – – –
ERIC
1425
Eagle Rock Investment Company
Georgia
$243K +$2.04K +11 +0.9%
55 56
57
58 59