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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1526
Sugarloaf Wealth Management
Georgia
$176K – – –
WBC
1527
West Branch Capital
Massachusetts
$174K -$767 -4 -0.4%
WWA
1528
Wingate Wealth Advisors
Massachusetts
$171K +$178K +926 New
STB
1529
S&T Bank
Pennsylvania
$171K +$177K +922 New
GFL
1530
Granite FO LLC
New Hampshire
$167K +$384 +2 +0.2%
MWA
1531
Medallion Wealth Advisors
Connecticut
$163K +$167K +872 New
MFT
1532
Moisand Fitzgerald Tamayo
Florida
$163K – – –
IWP
1533
IAG Wealth Partners
Wisconsin
$163K – – –
CBT
1534
CoreFirst Bank & Trust
Kansas
$162K +$97.1K +506 +136%
BMC
1535
Bear Mountain Capital
Washington
$161K -$3.84K -20 -2%
CF
1536
Centaurus Financial
California
$161K -$13.2K -69 -7%
W
1537
WealthCollab
Washington
$160K – – –
CFD
1538
Creative Financial Designs
Indiana
$159K +$192 +1 +0.1%
PCWA
1539
Pacific Capital Wealth Advisors
California
$158K +$192 +1 +0.1%
RIA
1540
Realta Investment Advisors
Delaware
$154K +$158K +823 New
CA
1541
CoreCap Advisors
Michigan
$153K -$133K -694 -46%
CPA
1542
Compass Planning Associates
Massachusetts
$148K +$153K +800 New
RFA
1543
Register Financial Advisors
Georgia
$148K +$2.69K +14 +2%
WW
1544
Winnow Wealth
Texas
$147K +$153K +796 New
NWMP
1545
Noble Wealth Management PBC
Colorado
$145K +$150K +784 New
DF
1546
Dunhill Financial
United Kingdom
$143K +$13K +68 +10%
DFC
1547
DB Fitzpatrick & Co
Idaho
$142K -$24.2K -126 -14%
EPAM
1548
Evelyn Partners Asset Management
$138K +$143K +747 New
NFSG
1549
Newbridge Financial Services Group
Florida
$136K +$141K +735 New
HBT
1550
Hills Bank & Trust
Iowa
$134K – – –
60 61
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63 64