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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1476
SageView Advisory Group
California
$340K -$27.7K -119 -8%
SIAS
1477
Summit Investment Advisory Services
Minnesota
$339K – – –
TC
1478
Trilogy Capital
California
$338K +$6.52K +28 +2%
TFM
1479
TFC Financial Management
Massachusetts
$334K +$466 +2 +0.1%
NB
1480
NBT Bank
New York
$333K – – –
LA
1481
Layline Advisors
New York
$333K +$1.63K +7 +0.5%
HGWM
1482
Horst & Graben Wealth Management
Oregon
$332K – – –
NWP
1483
NerdWallet Wealth Partners
New York
$332K +$17.9K +77 +6%
SC
1484
Schoolcraft Capital
Colorado
$331K -$88K -378 -22%
MPW
1485
MASECO Private Wealth
$330K – – –
WG
1486
Watchman Group
Texas
$329K -$9.32K -40 -3%
SB
1487
Simmons Bank
Arkansas
$328K +$315K +1,353 New
CM
1488
Cornerstone Management
Georgia
$327K -$2.33K -10 -0.7%
CWMS
1489
CFG Wealth Management Services
Indiana
$326K – – –
KWM
1490
Keebeck Wealth Management
Illinois
$326K -$83.6K -359 -21%
AMPWP
1491
Alvarez & Marsal Private Wealth Partners
Florida
$325K -$146K -627 -32%
SC
1492
Stephenson & Company
California
$324K -$50.1K -215 -14%
WP
1493
WealthShield Partners
North Carolina
$324K -$789K -3,389 -72%
FA
1494
Fermata Advisors
California
$323K -$74.3K -319 -19%
SFP
1495
Strategic Financial Partners
Oregon
$322K -$4.89K -21 -2%
PRAG
1496
Portfolio Resources Advisor Group
Florida
$322K – – –
LSA
1497
Lansing Street Advisors
Pennsylvania
$321K +$932 +4 +0.3%
SA
1498
Sicart Associates
New York
$319K – – –
TWM
1499
Tanglewood Wealth Management
Texas
$318K – – –
RLIM
1500
Red Lighthouse Investment Management
New York
$317K – – –
58 59
60
61 62