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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1476
JB Capital
Connecticut
$227K +$222K +1,115 New
JTWM
1477
Jackson Thornton Wealth Management
Alabama
$227K – – –
TLFA
1478
True Link Financial Advisors
California
$226K +$221K +1,110 New
IA
1479
Inspire Advisors
Idaho
$226K +$221K +1,109 New
IWS
1480
Insight Wealth Strategies
California
$225K -$3.38K -17 -2%
KCM
1481
Kathmere Capital Management
Pennsylvania
$225K – – –
NL
1482
NVWM LLC
Pennsylvania
$224K – – –
VFG
1483
V2 Financial group
Illinois
$224K – – –
BWMG
1484
Barnes Wealth Management Group
California
$224K -$1.59K -8 -0.7%
SSW
1485
Stone Summit Wealth
Florida
$221K -$18.1K -91 -8%
KL
1486
KilterHowling LLC
Colorado
$221K +$995 +5 +0.5%
VAF
1487
Values Added Financial
District of Columbia
$220K – – –
MSWA
1488
Marshall & Sterling Wealth Advisors
New York
$220K -$1.59K -8 -0.7%
RC
1489
Roundview Capital
New Jersey
$220K – – –
KIM
1490
Kestra Investment Management
Texas
$220K -$338K -1,701 -61%
AIM
1491
Advyzon Investment Management
Illinois
$219K -$1.19K -6 -0.6%
LI
1492
LifeWealth Investments
Florida
$218K +$213K +1,071 New
WFA
1493
West Financial Advisors
Iowa
$218K – – –
HNWAG
1494
High Net Worth Advisory Group
Florida
$218K -$6.17K -31 -3%
HC
1495
Hourglass Capital
Texas
$218K – – –
MF
1496
Manuka Financial
Virginia
$217K – – –
CC
1497
Chicago Capital
Illinois
$217K +$212K +1,068 New
FBB
1498
Fulton Breakefield Broenniman
Maryland
$217K +$4.77K +24 +2%
CF
1499
Convergence Financial
Missouri
$216K -$6.96K -35 -3%
TPWM
1500
Twelve Points Wealth Management
Massachusetts
$216K -$796 -4 -0.4%
58 59
60
61 62