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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
1526
Evelyn Partners Asset Management
$141K – – –
3IP
1527
3Chopt Investment Partners
Virginia
$139K +$141K +738 New
NWMP
1528
Noble Wealth Management PBC
Colorado
$137K -$10.3K -54 -7%
GWSG
1529
GPS Wealth Strategies Group
Colorado
$137K +$6.29K +33 +5%
HBT
1530
Hills Bank & Trust
Iowa
$136K – – –
USB
1531
Union Savings Bank
Connecticut
$133K – – –
CCM
1532
Cloud Capital Management
Washington
$131K +$133K +700 New
WTFG
1533
Wood Tarver Financial Group
Idaho
$129K – – –
CSC
1534
Caldwell Sutter Capital
California
$127K +$19K +100 +17%
FPF
1535
First Pacific Financial
Washington
$127K +$17.5K +92 +16%
SIP
1536
Sellwood Investment Partners
Oregon
$124K – – –
VC
1537
Vestor Capital
Illinois
$124K -$1.33K -7 -1%
AIM
1538
Advyzon Investment Management
Illinois
$121K +$123K +645 New
CFD
1539
Creative Financial Designs
Indiana
$118K -$43.6K -229 -27%
MG
1540
MilWealth Group
Wisconsin
$116K – – –
LWANC
1541
Laurel Wealth Advisors (North Carolina)
North Carolina
$113K +$9.71K +51 +9%
AGWCA
1542
Annis Gardner Whiting Capital Advisors
Florida
$113K – – –
MDCM
1543
Morgan Dempsey Capital Management
Wisconsin
$111K -$206K -1,084 -65%
CAIM
1544
Catherine Avery Investment Management
Florida
$111K – – –
WWM
1545
Wolff Wiese Magana
California
$110K – – –
PCM
1546
Palouse Capital Management
Washington
$109K – – –
AT
1547
Avalon Trust
New Mexico
$105K – – –
WPA
1548
West Paces Advisors
Georgia
$99.9K – – –
SFC
1549
SYM Financial Corp
Indiana
$99.2K – – –
PWM
1550
Provident Wealth Management
Tennessee
$97.1K +$95.2K +500 +3,125%
60 61
62
63 64