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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
1501
EnRich Financial Partners
Wisconsin
$282K -$14.3K -69 -5%
VDC
1502
Van Diest Capital
Iowa
$281K +$276K +1,338 New
MW
1503
Members Wealth
Pennsylvania
$281K – – –
PFA
1504
Pillar Financial Advisors
Kentucky
$281K – – –
EFN
1505
Equita Financial Network
Pennsylvania
$281K – – –
SWMP
1506
Signature Wealth Management Partners
New Jersey
$279K +$1.24K +6 +0.5%
SA
1507
Sicart Associates
New York
$277K – – –
LSA
1508
Lansing Street Advisors
Pennsylvania
$277K +$1.03K +5 +0.4%
CHAM
1509
Clear Harbor Asset Management
Connecticut
$277K +$272K +1,316 New
HR
1510
Howe & Rusling
New York
$276K +$197K +956 +268%
TWM
1511
Tanglewood Wealth Management
Texas
$276K +$52.9K +256 +24%
SF
1512
Symphony Financial
Texas
$275K +$268K +1,298 New
LFA
1513
Legacy Financial Advisors
Kentucky
$275K +$270K +1,308 New
RLIM
1514
Red Lighthouse Investment Management
New York
$275K – – –
MWM
1515
MorganRosel Wealth Management
Colorado
$275K – – –
KCA
1516
Kastel Capital Advisors
Massachusetts
$274K +$269K +1,303 New
LWM
1517
Lakeridge Wealth Management
Ohio
$273K -$26.9K -130 -9%
NWP
1518
NerdWallet Wealth Partners
New York
$272K – – –
AFA
1519
Allium Financial Advisors
Oregon
$272K – – –
GFA
1520
Gallagher Fiduciary Advisors
Illinois
$271K +$267K +1,291 New
MIM
1521
MTM Investment Management
South Carolina
$269K +$207 +1 +0.1%
RMAM
1522
Raab & Moskowitz Asset Management
New Jersey
$269K – – –
SS
1523
Sunbelt Securities
Texas
$269K -$97.1K -470 -27%
SAM
1524
S.A. Mason
Michigan
$269K – – –
OCM
1525
Orion Capital Management
California
$268K – – –
59 60
61
62 63