We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWA
1451
Monument Group Wealth Advisors
Massachusetts
$228K – – –
TFO
1452
Tarbox Family Office
California
$228K +$218K +1,175 New
1WA
1453
180 Wealth Advisors
Washington
$228K -$31.9K -172 -13%
TFG
1454
Tull Financial Group
Virginia
$228K +$217K +1,174 New
PIMG
1455
Patriot Investment Management Group
Tennessee
$228K – – –
PMWMG
1456
Parr McKnight Wealth Management Group
Minnesota
$228K – – –
SG
1457
Sharper & Granite
California
$228K – – –
ICP
1458
Impact Capital Partners
Colorado
$227K – – –
CRI
1459
Commonwealth Retirement Investments
Virginia
$226K – – –
FWP
1460
Falcon Wealth Planning
California
$226K +$13.1K +71 +6%
FAC
1461
Financial Advisory Corporation
Michigan
$226K +$370 +2 +0.2%
EBT
1462
Enterprise Bank & Trust
Massachusetts
$226K – – –
LGA
1463
Lebenthal Global Advisors
New York
$226K +$215K +1,161 New
RS
1464
Retirement Solution
Washington
$225K +$215K +1,159 New
CST
1465
Charles Schwab Trust
Nevada
$224K -$115K -622 -35%
BSA
1466
Braun Stacey Associates
New York
$223K -$1.11K -6 -0.5%
PP
1467
Patten & Patten
Tennessee
$223K -$18.3K -99 -8%
NG
1468
Novem Group
New York
$222K +$5.93K +32 +3%
BCM
1469
Brookmont Capital Management
Texas
$222K – – –
TCB
1470
Texas Capital Bancshares
Texas
$222K – – –
BB
1471
Berkshire Bank
Massachusetts
$222K -$13K -70 -6%
FWA
1472
FSM Wealth Advisors
Ohio
$222K +$185 +1 +0.1%
SAM
1473
SP Asset Management
California
$221K +$211K +1,140 New
MCA
1474
Millennium Capital Advisors
Arkansas
$220K – – –
NFA
1475
Northern Financial Advisors
Michigan
$220K – – –
57 58
59
60 61