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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MBTD
1451
Mechanics Bank - Trust Department
California
$351K +$21K +90 +7%
TF
1452
Trek Financial
Arizona
$351K +$2.33K +10 +0.7%
FA
1453
Financial Alternatives
California
$348K – – –
AFA
1454
Arlington Financial Advisors
California
$348K – – –
3IP
1455
3Chopt Investment Partners
Virginia
$347K +$73.8K +317 +28%
IA
1456
IFG Advisors
Missouri
$347K +$699 +3 +0.2%
PWA
1457
Prairie Wealth Advisors
Nebraska
$346K – – –
LA
1458
Latitude Advisors
Florida
$346K +$55.2K +237 +20%
PWM
1459
Praetorian Wealth Management
California
$345K – – –
VWM
1460
Verus Wealth Management
Wisconsin
$345K – – –
SCM
1461
Sollinda Capital Management
Florida
$345K – – –
PWMAG
1462
Pinnacle Wealth Management Advisory Group
New Jersey
$345K -$19.6K -84 -6%
KAM
1463
KEB Asset Management
Illinois
$344K – – –
BFWM
1464
Bright Futures Wealth Management
New York
$344K – – –
CAM
1465
Campion Asset Management
Virginia
$344K – – –
RGC
1466
Roberts, Glore & Co
Illinois
$344K – – –
WA
1467
WealthTrust Axiom
Pennsylvania
$343K – – –
WPW
1468
Watershed Private Wealth
Illinois
$343K – – –
WMWM
1469
Wilkins Miller Wealth Management
Alabama
$342K – – –
NQWM
1470
Northwest Quadrant Wealth Management
Oregon
$341K +$1.17K +5 +0.4%
SAG
1471
SageView Advisory Group
California
$340K -$27.7K -119 -8%
SIAS
1472
Summit Investment Advisory Services
Minnesota
$339K – – –
TC
1473
Trilogy Capital
California
$338K +$6.52K +28 +2%
TFM
1474
TFC Financial Management
Massachusetts
$334K +$466 +2 +0.1%
NB
1475
NBT Bank
New York
$333K – – –
57 58
59
60 61