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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1476
Hourglass Capital
Texas
$219K – – –
WA
1477
WBH Advisory
Maryland
$218K – – –
PIMG
1478
Patriot Investment Management Group
Tennessee
$217K – – –
WI
1479
Wintrust Investments
Illinois
$217K -$222K -1,157 -50%
BWM
1480
BCS Wealth Management
Tennessee
$217K +$225K +1,172 New
PMWMG
1481
Parr McKnight Wealth Management Group
Minnesota
$217K +$225K +1,172 New
FFP
1482
FourThought Financial Partners
Florida
$216K – – –
SAG
1483
SageView Advisory Group
California
$216K – – –
CRI
1484
Commonwealth Retirement Investments
Virginia
$216K – – –
SAI
1485
Savvy Advisors Inc
New York
$216K – – –
EBT
1486
Enterprise Bank & Trust
Massachusetts
$215K – – –
CFSG
1487
Community Financial Services Group
Vermont
$215K -$9.78K -51 -4%
RRCM
1488
Rappaport Reiches Capital Management
Illinois
$215K – – –
FAC
1489
Financial Advisory Corporation
Michigan
$215K +$223K +1,161 New
BCM
1490
Brookmont Capital Management
Texas
$212K -$5.18K -27 -2%
TCB
1491
Texas Capital Bancshares
Texas
$212K – – –
CFP
1492
Catalyst Financial Partners
Massachusetts
$212K – – –
DWP
1493
Daymark Wealth Partners
Ohio
$211K -$106K -555 -33%
LSWP
1494
Liberty Square Wealth Partners
Pennsylvania
$210K +$208K +1,082 New
MCA
1495
Millennium Capital Advisors
Arkansas
$210K – – –
NFA
1496
Northern Financial Advisors
Michigan
$210K – – –
PP
1497
Pacifica Partners
Canada
$210K -$57.5K -300 -21%
PA
1498
Probity Advisors
Texas
$208K – – –
IWS
1499
Insight Wealth Strategies
California
$207K +$192 +1 +0.1%
KL
1500
KilterHowling LLC
Colorado
$207K +$1.15K +6 +0.6%
58 59
60
61 62