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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
1501
Ogorek Anthony Joseph
New York
$10K – – –
MIM
1502
Macroview Investment Management
Maryland
$9.96K – – –
AEPWM
1503
Atlantic Edge Private Wealth Management
Florida
$9.6K -$12.8K -73 -57%
RCM
1504
Rain Capital Management
Oregon
$8.82K – – –
TCPG
1505
Trivant Custom Portfolio Group
California
$8.72K -$874 -5 -9%
HCP
1506
Hexagon Capital Partners
Arkansas
$8.55K – – –
MCM
1507
MidAtlantic Capital Management
Virginia
$8.38K – – –
CAM
1508
Creekmur Asset Management
Illinois
$8.38K +$8.39K +48 New
RA
1509
Ransom Advisory
Rhode Island
$7.85K – – –
TVWM
1510
Tower View Wealth Management
Wisconsin
$7.32K – – –
CSWG
1511
Cardinal Strategic Wealth Guidance
Kentucky
$7.15K +$7.17K +41 New
RI
1512
Ridgewood Investments
New Jersey
$7.15K +$7.17K +41 New
CHA
1513
Carmichael Hill & Associates
Maryland
$6.28K – – –
FCT
1514
First Community Trust
Iowa
$6.28K – – –
VF
1515
VitalStone Financial
Texas
$5.63K – – –
GIP
1516
Granite Investment Partners
California
$5.06K – – –
BC
1517
Broadwater Capital
Massachusetts
$4.54K – – –
IHWM
1518
Iron Horse Wealth Management
Iowa
$4.01K – – –
TFA
1519
Toth Financial Advisory
Virginia
$3.49K – – –
AWM
1520
AllSquare Wealth Management
New York
$3.49K – – –
FG
1521
Fairman Group
Pennsylvania
$2.79K – – –
PWM
1522
Provident Wealth Management
Tennessee
$2.79K – – –
KHC
1523
Koesten Hirschmann & Crabtree
Kansas
$2.47K – – –
LB
1524
Legacy Bridge
Iowa
$2.09K +$2.1K +12 New
TAM
1525
Tucker Asset Management
Colorado
$1.92K +$1.92K +11 New
59 60
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