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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1501
Luken Investment Analytics
Tennessee
$197K – – –
HC
1502
Hurley Capital
New York
$190K +$381 +2 +0.2%
CSB
1503
City State Bank
Iowa
$189K – – –
POIA
1504
Pin Oak Investment Advisors
Texas
$187K – – –
FCMT
1505
Founders Capital Management (Texas)
Texas
$185K – – –
TFM
1506
TFC Financial Management
Massachusetts
$185K – – –
VBA
1507
von Borstel & Associates
Oregon
$183K +$186K +976 New
PWM
1508
Parkworth Wealth Management
California
$183K -$2.29K -12 -1%
WBC
1509
West Branch Capital
Massachusetts
$177K – – –
RIA
1510
Realta Investment Advisors
Delaware
$177K +$22.1K +116 +14%
CF
1511
Centaurus Financial
California
$176K +$12.8K +67 +8%
STB
1512
S&T Bank
Pennsylvania
$173K – – –
GFL
1513
Granite FO LLC
New Hampshire
$171K +$381 +2 +0.2%
IWP
1514
IAG Wealth Partners
Wisconsin
$165K – – –
MWA
1515
Medallion Wealth Advisors
Connecticut
$164K – – –
W
1516
WealthCollab
Washington
$162K – – –
NFSG
1517
Newbridge Financial Services Group
Florida
$162K +$24K +126 +17%
MEG
1518
Millstone Evans Group
Colorado
$162K +$142K +744 +641%
TWC
1519
TD Waterhouse Canada
Ontario, Canada
$152K +$17.3K +91 +13%
BMC
1520
Bear Mountain Capital
Washington
$151K – – –
RFA
1521
Register Financial Advisors
Georgia
$151K +$762 +4 +0.5%
WW
1522
Winnow Wealth
Texas
$150K – – –
DF
1523
Dunhill Financial
United Kingdom
$146K +$571 +3 +0.4%
DFC
1524
DB Fitzpatrick & Co
Idaho
$145K – – –
MFT
1525
Moisand Fitzgerald Tamayo
Florida
$144K -$22.3K -117 -13%
59 60
61
62 63