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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BST
1426
Bath Savings Trust
Maine
$252K +$247K +1,240 New
PMWMG
1427
Parr McKnight Wealth Management Group
Minnesota
$252K +$13.3K +67 +6%
WAG
1428
Windsor Advisory Group
Ohio
$252K – – –
AP
1429
Atwood & Palmer
Missouri
$251K – – –
MWA
1430
Muirfield Wealth Advisors
North Carolina
$251K +$245K +1,232 New
PC
1431
Pecaut & Co
Iowa
$251K +$398 +2 +0.2%
BPFA
1432
Barnes Pettey Financial Advisors
Mississippi
$249K – – –
LBC
1433
Leigh Baldwin & Co
New York
$249K +$1.79K +9 +0.7%
AWAP
1434
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$248K -$15.3K -77 -6%
GWM
1435
Greenhouse Wealth Management
Connecticut
$248K +$796 +4 +0.3%
CC
1436
Commons Capital
Massachusetts
$246K +$199 +1 +0.1%
HWMC
1437
Heritage Wealth Management (California)
California
$246K -$597 -3 -0.2%
FRA
1438
Frank Rimerman Advisors
California
$246K – – –
DWP
1439
Daymark Wealth Partners
Ohio
$246K -$26.9K -135 -10%
PWM
1440
Pines Wealth Management
North Carolina
$245K – – –
TC
1441
Trilogy Capital
California
$245K – – –
MTIC
1442
Missouri Trust & Investment Company
Missouri
$244K – – –
UWM
1443
USAdvisors Wealth Management
Minnesota
$244K +$995 +5 +0.4%
EA
1444
Everpar Advisors
Oklahoma
$243K +$237K +1,192 New
TFO
1445
Timonier Family Office
North Carolina
$242K – – –
TF
1446
Trek Financial
Arizona
$242K – – –
NAMM
1447
NorthStar Asset Management (Massachusetts)
Massachusetts
$241K – – –
RIM
1448
Redwood Investment Management
Arizona
$241K +$235K +1,183 New
EGWAG
1449
Elwood & Goetz Wealth Advisory Group
Georgia
$241K – – –
AFP
1450
Alpha Financial Partners
Kentucky
$239K -$995 -5 -0.4%
56 57
58
59 60