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iShares Russell 1000 Value ETF
IWD

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