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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1451
180 Wealth Advisors
Washington
$239K – – –
CRI
1452
Commonwealth Retirement Investments
Virginia
$237K – – –
FAC
1453
Financial Advisory Corporation
Michigan
$237K – – –
QFW
1454
QTR Family Wealth
Florida
$237K -$23.3K -117 -9%
LGA
1455
Lebenthal Global Advisors
New York
$236K – – –
SG
1456
Sharper & Granite
California
$236K – – –
FWP
1457
Falcon Wealth Planning
California
$236K -$1.59K -8 -0.7%
RS
1458
Retirement Solution
Washington
$236K -$398 -2 -0.2%
NG
1459
Novem Group
New York
$234K +$995 +5 +0.4%
PP
1460
Patten & Patten
Tennessee
$234K – – –
PIMG
1461
Patriot Investment Management Group
Tennessee
$233K -$5.37K -27 -2%
SAM
1462
SP Asset Management
California
$233K +$995 +5 +0.4%
TCB
1463
Texas Capital Bancshares
Texas
$233K – – –
BB
1464
Berkshire Bank
Massachusetts
$233K – – –
FWA
1465
FSM Wealth Advisors
Ohio
$231K +$398 +2 +0.2%
BSA
1466
Braun Stacey Associates
New York
$231K -$2.98K -15 -1%
MCA
1467
Millennium Capital Advisors
Arkansas
$231K – – –
NFA
1468
Northern Financial Advisors
Michigan
$231K – – –
HAM
1469
Harmony Asset Management
Arizona
$230K -$39.8K -200 -15%
CWM
1470
Collaborative Wealth Management
Florida
$230K +$8.36K +42 +4%
PCA
1471
Prosperity Capital Advisors
Ohio
$229K +$7.96K +40 +4%
IRP
1472
Investment Research Partners
Pennsylvania
$229K +$222K +1,117 New
HG
1473
Harbor Group
New Hampshire
$228K +$597 +3 +0.3%
HC
1474
Headland Capital
South Carolina
$228K +$222K +1,118 New
SFG
1475
SNS Financial Group
Minnesota
$227K – – –
57 58
59
60 61