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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HG
1476
Harbor Group
New Hampshire
$228K +$597 +3 +0.3%
HC
1477
Headland Capital
South Carolina
$228K +$222K +1,118 New
SFG
1478
SNS Financial Group
Minnesota
$227K – – –
JC
1479
JB Capital
Connecticut
$227K +$222K +1,115 New
JTWM
1480
Jackson Thornton Wealth Management
Alabama
$227K – – –
TLFA
1481
True Link Financial Advisors
California
$226K +$221K +1,110 New
IA
1482
Inspire Advisors
Idaho
$226K +$221K +1,109 New
IWS
1483
Insight Wealth Strategies
California
$225K -$3.38K -17 -2%
KCM
1484
Kathmere Capital Management
Pennsylvania
$225K – – –
NL
1485
NVWM LLC
Pennsylvania
$224K – – –
VFG
1486
V2 Financial group
Illinois
$224K – – –
BWMG
1487
Barnes Wealth Management Group
California
$224K -$1.59K -8 -0.7%
SSW
1488
Stone Summit Wealth
Florida
$221K -$18.1K -91 -8%
KL
1489
KilterHowling LLC
Colorado
$221K +$995 +5 +0.5%
VAF
1490
Values Added Financial
District of Columbia
$220K – – –
MSWA
1491
Marshall & Sterling Wealth Advisors
New York
$220K -$1.59K -8 -0.7%
RC
1492
Roundview Capital
New Jersey
$220K – – –
KIM
1493
Kestra Investment Management
Texas
$220K -$338K -1,701 -61%
AIM
1494
Advyzon Investment Management
Illinois
$219K -$1.19K -6 -0.6%
LI
1495
LifeWealth Investments
Florida
$218K +$213K +1,071 New
WFA
1496
West Financial Advisors
Iowa
$218K – – –
HNWAG
1497
High Net Worth Advisory Group
Florida
$218K -$6.17K -31 -3%
HC
1498
Hourglass Capital
Texas
$218K – – –
MF
1499
Manuka Financial
Virginia
$217K – – –
CC
1500
Chicago Capital
Illinois
$217K +$212K +1,068 New
58 59
60
61 62