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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1401
Riverbend Wealth Management
South Carolina
$338K -$31.1K -142 -8%
FPTW
1402
Franklin, Parlapiano, Turner & Welch
Texas
$338K – – –
HW
1403
Hamilton Wealth
California
$337K +$345K +1,576 New
APW
1404
Acima Private Wealth
Virginia
$335K – – –
JJBC
1405
James J. Burns & Company
New York
$335K – – –
CAG
1406
Csenge Advisory Group
Florida
$335K +$8.98K +41 +3%
CCM
1407
Compass Capital Management
Minnesota
$334K -$32.2K -147 -9%
MPCG
1408
Matrix Private Capital Group
New York
$333K -$6.13K -28 -2%
OHWP
1409
Oak Harbor Wealth Partners
North Carolina
$333K – – –
EFA
1410
Evernest Financial Advisors
Indiana
$333K -$3.94K -18 -1%
TC
1411
Trust Company
Kansas
$333K – – –
OLA
1412
Oliver Luxxe Assets
New Jersey
$333K -$28K -128 -8%
LG
1413
LaFleur & Godfrey
Michigan
$332K -$15.3K -70 -4%
SCM
1414
Stonehearth Capital Management
Massachusetts
$332K – – –
SC
1415
Stephenson & Company
California
$331K -$10.1K -46 -3%
MFA
1416
McClarren Financial Advisors
Pennsylvania
$331K +$16K +73 +5%
DA
1417
Doliver Advisors
Texas
$331K – – –
KWMG
1418
King Wealth Management Group
Florida
$331K – – –
BHA
1419
Beech Hill Advisors
New York
$331K – – –
BL
1420
Balentine LLC
Georgia
$330K – – –
SSWM
1421
Smith Salley Wealth Management
North Carolina
$329K +$3.07K +14 +0.9%
NHC
1422
Nicholas Hoffman & Company
Georgia
$328K -$8.54K -39 -2%
JSL
1423
JT Stratford LLC
Georgia
$328K -$51.9K -237 -13%
SPP
1424
Single Point Partners
Massachusetts
$327K +$219 +1 +0.1%
CWMS
1425
CFG Wealth Management Services
Indiana
$326K – – –
55 56
57
58 59