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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1451
Founders Financial Securities
Maryland
$228K +$185 +1 +0.1%
JSL
1452
JT Stratford LLC
Georgia
$228K -$755K -4,077 -78%
MGWA
1453
Monument Group Wealth Advisors
Massachusetts
$228K – – –
TFO
1454
Tarbox Family Office
California
$228K +$218K +1,175 New
1WA
1455
180 Wealth Advisors
Washington
$228K -$31.9K -172 -13%
TFG
1456
Tull Financial Group
Virginia
$228K +$217K +1,174 New
PIMG
1457
Patriot Investment Management Group
Tennessee
$228K – – –
PMWMG
1458
Parr McKnight Wealth Management Group
Minnesota
$228K – – –
SG
1459
Sharper & Granite
California
$228K – – –
ICP
1460
Impact Capital Partners
Colorado
$227K – – –
CRI
1461
Commonwealth Retirement Investments
Virginia
$226K – – –
FWP
1462
Falcon Wealth Planning
California
$226K +$13.1K +71 +6%
FAC
1463
Financial Advisory Corporation
Michigan
$226K +$370 +2 +0.2%
EBT
1464
Enterprise Bank & Trust
Massachusetts
$226K – – –
LGA
1465
Lebenthal Global Advisors
New York
$226K +$215K +1,161 New
RS
1466
Retirement Solution
Washington
$225K +$215K +1,159 New
CST
1467
Charles Schwab Trust
Nevada
$224K -$115K -622 -35%
BSA
1468
Braun Stacey Associates
New York
$223K -$1.11K -6 -0.5%
PP
1469
Patten & Patten
Tennessee
$223K -$18.3K -99 -8%
NG
1470
Novem Group
New York
$222K +$5.93K +32 +3%
BCM
1471
Brookmont Capital Management
Texas
$222K – – –
TCB
1472
Texas Capital Bancshares
Texas
$222K – – –
BB
1473
Berkshire Bank
Massachusetts
$222K -$13K -70 -6%
FWA
1474
FSM Wealth Advisors
Ohio
$222K +$185 +1 +0.1%
SAM
1475
SP Asset Management
California
$221K +$211K +1,140 New
57 58
59
60 61