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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1451
WBH Advisory
Maryland
$221K -$571 -3 -0.3%
MGWA
1452
Monument Group Wealth Advisors
Massachusetts
$221K +$16.4K +86 +8%
PIMG
1453
Patriot Investment Management Group
Tennessee
$221K – – –
PMWMG
1454
Parr McKnight Wealth Management Group
Minnesota
$221K – – –
ICP
1455
Impact Capital Partners
Colorado
$220K -$225K -1,179 -50%
JTWM
1456
Jackson Thornton Wealth Management
Alabama
$220K +$237K +1,245 New
CRI
1457
Commonwealth Retirement Investments
Virginia
$219K – – –
EBT
1458
Enterprise Bank & Trust
Massachusetts
$219K – – –
HWMC
1459
Heritage Wealth Management (California)
California
$219K +$222K +1,164 New
RRCM
1460
Rappaport Reiches Capital Management
Illinois
$219K – – –
FAC
1461
Financial Advisory Corporation
Michigan
$219K +$381 +2 +0.2%
SG
1462
Sharper & Granite
California
$218K -$11.4K -60 -5%
BSA
1463
Braun Stacey Associates
New York
$217K -$11.2K -59 -5%
BCM
1464
Brookmont Capital Management
Texas
$215K – – –
TCB
1465
Texas Capital Bancshares
Texas
$215K – – –
CFP
1466
Catalyst Financial Partners
Massachusetts
$215K – – –
DWP
1467
Daymark Wealth Partners
Ohio
$215K +$381 +2 +0.2%
MCA
1468
Millennium Capital Advisors
Arkansas
$213K – – –
NFA
1469
Northern Financial Advisors
Michigan
$213K – – –
FWA
1470
FSM Wealth Advisors
Ohio
$213K -$19.2K -101 -8%
SWM
1471
SK Wealth Management
Rhode Island
$213K +$571 +3 +0.2%
JWBC
1472
J.W. Burns & Co
New York
$213K +$215K +1,130 New
FFS
1473
Founders Financial Securities
Maryland
$213K +$224K +1,174 New
PA
1474
Probity Advisors
Texas
$211K – – –
IWS
1475
Insight Wealth Strategies
California
$211K +$190 +1 +0.1%
57 58
59
60 61