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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
1501
Fulton Breakefield Broenniman
Maryland
$217K +$4.77K +24 +2%
CF
1502
Convergence Financial
Missouri
$216K -$6.96K -35 -3%
TPWM
1503
Twelve Points Wealth Management
Massachusetts
$216K -$796 -4 -0.4%
VDI
1504
Vaughan David Investments
Illinois
$216K – – –
TWM
1505
Tanglewood Wealth Management
Texas
$215K – – –
AFM
1506
Armstrong Fleming & Moore
District of Columbia
$215K +$210K +1,057 New
CPG
1507
Cornerstone Planning Group
New Jersey
$215K +$171K +861 +446%
BIG
1508
Builder Investment Group
Georgia
$215K – – –
TCM
1509
Tandem Capital Management
New Jersey
$215K – – –
SDWMA
1510
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K – – –
SIAG
1511
Safeguard Investment Advisory Group
California
$214K +$209K +1,052 New
AWM
1512
Arista Wealth Management
Nevada
$214K – – –
MPIA
1513
Mountain Pacific Investment Advisers
Idaho
$214K – – –
LIA
1514
Luken Investment Analytics
Tennessee
$213K – – –
RPSA
1515
Richard P. Slaughter Associates
Texas
$212K – – –
BWFA
1516
Baltimore-Washington Financial Advisors
Maryland
$212K +$199 +1 +0.1%
RF
1517
Robinswood Financial
Washington
$210K -$4.97K -25 -2%
TFS
1518
Thoroughbred Financial Services
Tennessee
$210K +$205K +1,033 New
CWA
1519
Clarity Wealth Advisors
California
$209K +$205K +1,028 New
LFP
1520
Lakeshore Financial Planning
Michigan
$209K +$204K +1,027 New
GPA
1521
Guerra Pan Advisors
New Jersey
$209K +$204K +1,027 New
HFO
1522
Heritage Family Offices
Arizona
$209K +$204K +1,025 New
CAI
1523
Capital Advisors Inc
Oklahoma
$208K +$203K +1,022 New
TFM
1524
TFC Financial Management
Massachusetts
$208K +$7.56K +38 +4%
WTFG
1525
Wells Trecaso Financial Group
Ohio
$208K -$130K -651 -39%
59 60
61
62 63