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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1476
Layline Advisors
New York
$333K +$320K +1,373 New
HGWM
1477
Horst & Graben Wealth Management
Oregon
$332K – – –
NWP
1478
NerdWallet Wealth Partners
New York
$332K +$17.9K +77 +6%
SC
1479
Schoolcraft Capital
Colorado
$331K -$88K -378 -22%
MPW
1480
MASECO Private Wealth
$330K – – –
WG
1481
Watchman Group
Texas
$329K -$9.32K -40 -3%
SB
1482
Simmons Bank
Arkansas
$328K +$315K +1,353 New
CM
1483
Cornerstone Management
Georgia
$327K -$2.33K -10 -0.7%
CWMS
1484
CFG Wealth Management Services
Indiana
$326K – – –
KWM
1485
Keebeck Wealth Management
Illinois
$326K -$83.6K -359 -21%
AMPWP
1486
Alvarez & Marsal Private Wealth Partners
Florida
$325K -$146K -627 -32%
SC
1487
Stephenson & Company
California
$324K -$50.1K -215 -14%
WP
1488
WealthShield Partners
North Carolina
$324K -$789K -3,389 -72%
FA
1489
Fermata Advisors
California
$323K -$74.3K -319 -19%
SFP
1490
Strategic Financial Partners
Oregon
$322K -$4.89K -21 -2%
PRAG
1491
Portfolio Resources Advisor Group
Florida
$322K – – –
LSA
1492
Lansing Street Advisors
Pennsylvania
$321K +$932 +4 +0.3%
SA
1493
Sicart Associates
New York
$319K – – –
TWM
1494
Tanglewood Wealth Management
Texas
$318K – – –
RLIM
1495
Red Lighthouse Investment Management
New York
$317K – – –
MWM
1496
MorganRosel Wealth Management
Colorado
$317K – – –
VC
1497
Vestor Capital
Illinois
$316K +$1.2M +5,161 +688%
LWM
1498
Lakeridge Wealth Management
Ohio
$315K +$233 +1 +0.1%
MLL
1499
Moody Lynn & Lieberson
Massachusetts
$315K -$45.2K -194 -13%
PFA
1500
Pillar Financial Advisors
Kentucky
$314K -$9.32K -40 -3%
58 59
60
61 62