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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1526
Persium Advisors
Georgia
$302K – – –
RS
1527
Retirement Solution
Washington
$302K +$20.5K +88 +8%
PIM
1528
Penobscot Investment Management
Massachusetts
$302K – – –
PMWMG
1529
Parr McKnight Wealth Management Group
Minnesota
$300K – – –
CIA
1530
CCM Investment Advisers
South Carolina
$299K +$288K +1,235 New
AP
1531
Atwood & Palmer
Missouri
$299K – – –
ONST
1532
Old North State Trust
North Carolina
$299K -$7.92K -34 -3%
RMAM
1533
Raab & Moskowitz Asset Management
New Jersey
$298K -$11.6K -50 -4%
GWM
1534
Greenhouse Wealth Management
Connecticut
$296K – – –
CAM
1535
Cozad Asset Management
Illinois
$296K +$7.92K +34 +3%
AHB
1536
Abner Herrman & Brock
New Jersey
$296K – – –
AWAP
1537
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$295K – – –
PF
1538
PlanWiser Financial
Colorado
$295K – – –
NG
1539
Novem Group
New York
$295K +$13.3K +57 +5%
CC
1540
Commons Capital
Massachusetts
$294K +$233 +1 +0.1%
FWIA
1541
Fort Washington Investment Advisors
Ohio
$294K +$6.52K +28 +2%
1WA
1542
180 Wealth Advisors
Washington
$294K +$11.9K +51 +4%
HWMC
1543
Heritage Wealth Management (California)
California
$293K – – –
GAA
1544
Global Assets Advisory
Florida
$292K +$58.9K +253 +27%
LGA
1545
Lebenthal Global Advisors
New York
$292K -$63.1K -271 -18%
EWP
1546
Elevation Wealth Partners
California
$291K -$4.43K -19 -2%
AC
1547
Addison Capital
Pennsylvania
$291K -$21K -90 -7%
HFS
1548
Howard Financial Services
Texas
$291K – – –
FAM
1549
Formidable Asset Management
Ohio
$288K +$699 +3 +0.2%
ETS
1550
ESL Trust Services
New York
$284K +$148K +635 +118%
60 61
62
63 64