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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
1501
Meridian Financial Partners
Virginia
$200K +$203K +1,065 New
CWM
1502
Copia Wealth Management
Oregon
$199K – – –
RF
1503
Robinswood Financial
Washington
$198K +$762 +4 +0.4%
LIA
1504
Luken Investment Analytics
Tennessee
$197K – – –
HC
1505
Hurley Capital
New York
$190K +$381 +2 +0.2%
CSB
1506
City State Bank
Iowa
$189K – – –
POIA
1507
Pin Oak Investment Advisors
Texas
$187K – – –
FCMT
1508
Founders Capital Management (Texas)
Texas
$185K – – –
TFM
1509
TFC Financial Management
Massachusetts
$185K – – –
VBA
1510
von Borstel & Associates
Oregon
$183K +$186K +976 New
PWM
1511
Parkworth Wealth Management
California
$183K -$2.29K -12 -1%
WBC
1512
West Branch Capital
Massachusetts
$177K – – –
RIA
1513
Realta Investment Advisors
Delaware
$177K +$22.1K +116 +14%
CF
1514
Centaurus Financial
California
$176K +$12.8K +67 +8%
STB
1515
S&T Bank
Pennsylvania
$173K – – –
GFL
1516
Granite FO LLC
New Hampshire
$171K +$381 +2 +0.2%
IWP
1517
IAG Wealth Partners
Wisconsin
$165K – – –
MWA
1518
Medallion Wealth Advisors
Connecticut
$164K – – –
W
1519
WealthCollab
Washington
$162K – – –
NFSG
1520
Newbridge Financial Services Group
Florida
$162K +$24K +126 +17%
MEG
1521
Millstone Evans Group
Colorado
$162K +$142K +744 +641%
TWC
1522
TD Waterhouse Canada
Ontario, Canada
$152K +$17.3K +91 +13%
BMC
1523
Bear Mountain Capital
Washington
$151K – – –
RFA
1524
Register Financial Advisors
Georgia
$151K +$762 +4 +0.5%
WW
1525
Winnow Wealth
Texas
$150K – – –
59 60
61
62 63