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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1501
Lakeridge Wealth Management
Ohio
$278K +$219 +1 +0.1%
DWP
1502
Daymark Wealth Partners
Ohio
$276K +$13.1K +60 +5%
NWP
1503
NerdWallet Wealth Partners
New York
$276K – – –
AFA
1504
Allium Financial Advisors
Oregon
$276K – – –
AC
1505
Addison Capital
Pennsylvania
$276K +$283K +1,290 New
LCAM
1506
London & Capital Asset Management
United Kingdom
$275K -$217K -991 -43%
KCA
1507
Kastel Capital Advisors
Massachusetts
$274K – – –
SS
1508
Sunbelt Securities
Texas
$274K +$657 +3 +0.2%
MIM
1509
MTM Investment Management
South Carolina
$274K – – –
RMAM
1510
Raab & Moskowitz Asset Management
New Jersey
$273K – – –
SAM
1511
S.A. Mason
Michigan
$273K – – –
PF
1512
PlanWiser Financial
Colorado
$273K – – –
OCM
1513
Orion Capital Management
California
$272K – – –
RCM
1514
RMR Capital Management
California
$272K – – –
SIC
1515
Sterling Investment Counsel
New York
$272K -$16.6K -76 -6%
PP
1516
PDS Planning
Ohio
$271K +$438 +2 +0.2%
CBT
1517
Crews Bank & Trust
Florida
$271K – – –
ONST
1518
Old North State Trust
North Carolina
$271K – – –
CKAIS
1519
Christensen King & Associates Investment Services
Washington
$270K -$876 -4 -0.3%
OFA
1520
Oak Family Advisors
Illinois
$270K – – –
BP
1521
BBR Partners
New York
$269K -$1.95M -8,900 -88%
EGWAG
1522
Elwood & Goetz Wealth Advisory Group
Georgia
$269K +$29.3K +134 +12%
PA
1523
Persium Advisors
Georgia
$266K -$5.04K -23 -2%
PIM
1524
Penobscot Investment Management
Massachusetts
$266K – – –
PMWMG
1525
Parr McKnight Wealth Management Group
Minnesota
$265K – – –
59 60
61
62 63