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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
1501
Royal Fund Management
Florida
$280K +$197K +898 New
TLFA
1502
True Link Financial Advisors
California
$280K +$25K +114 +10%
RLIM
1503
Red Lighthouse Investment Management
New York
$279K – – –
MWM
1504
MorganRosel Wealth Management
Colorado
$279K – – –
LWM
1505
Lakeridge Wealth Management
Ohio
$278K +$219 +1 +0.1%
DWP
1506
Daymark Wealth Partners
Ohio
$276K +$13.1K +60 +5%
NWP
1507
NerdWallet Wealth Partners
New York
$276K – – –
AFA
1508
Allium Financial Advisors
Oregon
$276K – – –
AC
1509
Addison Capital
Pennsylvania
$276K +$283K +1,290 New
LCAM
1510
London & Capital Asset Management
United Kingdom
$275K -$217K -991 -43%
KCA
1511
Kastel Capital Advisors
Massachusetts
$274K – – –
SS
1512
Sunbelt Securities
Texas
$274K +$657 +3 +0.2%
MIM
1513
MTM Investment Management
South Carolina
$274K – – –
RMAM
1514
Raab & Moskowitz Asset Management
New Jersey
$273K – – –
SAM
1515
S.A. Mason
Michigan
$273K – – –
PF
1516
PlanWiser Financial
Colorado
$273K – – –
OCM
1517
Orion Capital Management
California
$272K – – –
RCM
1518
RMR Capital Management
California
$272K – – –
SIC
1519
Sterling Investment Counsel
New York
$272K -$16.6K -76 -6%
PP
1520
PDS Planning
Ohio
$271K +$438 +2 +0.2%
CBT
1521
Crews Bank & Trust
Florida
$271K – – –
ONST
1522
Old North State Trust
North Carolina
$271K – – –
CKAIS
1523
Christensen King & Associates Investment Services
Washington
$270K -$876 -4 -0.3%
OFA
1524
Oak Family Advisors
Illinois
$270K – – –
BP
1525
BBR Partners
New York
$269K -$1.95M -8,900 -88%
59 60
61
62 63