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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
1426
Pecaut & Co
Iowa
$239K -$6.67K -36 -3%
CKAIS
1427
Christensen King & Associates Investment Services
Washington
$238K +$370 +2 +0.2%
PWM
1428
Pines Wealth Management
North Carolina
$238K – – –
RWA
1429
Resolute Wealth Advisor
Ohio
$238K +$206K +1,112 New
BPFA
1430
Barnes Pettey Financial Advisors
Mississippi
$238K – – –
EPW
1431
Endeavor Private Wealth
Kansas
$237K -$179K -966 -44%
WRPWM
1432
Werba Rubin Papier Wealth Management
California
$237K -$190K -1,025 -46%
LBC
1433
Leigh Baldwin & Co
New York
$236K +$741 +4 +0.3%
GWM
1434
Greenhouse Wealth Management
Connecticut
$235K +$556 +3 +0.2%
HWMC
1435
Heritage Wealth Management (California)
California
$235K +$8.89K +48 +4%
CC
1436
Commons Capital
Massachusetts
$235K +$185 +1 +0.1%
FRA
1437
Frank Rimerman Advisors
California
$235K – – –
GIM
1438
Grassi Investment Management
California
$234K +$223K +1,204 New
TC
1439
Trilogy Capital
California
$233K -$51.7K -279 -19%
MTIC
1440
Missouri Trust & Investment Company
Missouri
$233K – – –
CA
1441
Crewe Advisors
Utah
$232K -$63.5K -343 -22%
UWM
1442
USAdvisors Wealth Management
Minnesota
$232K -$40.6K -219 -15%
TFO
1443
Timonier Family Office
North Carolina
$231K +$220K +1,189 New
TF
1444
Trek Financial
Arizona
$231K – – –
NAMM
1445
NorthStar Asset Management (Massachusetts)
Massachusetts
$230K -$4.82K -26 -2%
EGWAG
1446
Elwood & Goetz Wealth Advisory Group
Georgia
$230K – – –
AFP
1447
Alpha Financial Partners
Kentucky
$229K -$5.74K -31 -3%
SSW
1448
Stone Summit Wealth
Florida
$229K -$52.2K -282 -19%
FFS
1449
Founders Financial Securities
Maryland
$228K +$185 +1 +0.1%
JSL
1450
JT Stratford LLC
Georgia
$228K -$755K -4,077 -78%
56 57
58
59 60