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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
1526
Country Trust Bank
Illinois
$195K +$186K +1,003 New
DF
1527
Dunhill Financial
United Kingdom
$194K +$41.7K +225 +29%
TFM
1528
TFC Financial Management
Massachusetts
$191K – – –
PWM
1529
Parkworth Wealth Management
California
$189K +$926 +5 +0.5%
POIA
1530
Pin Oak Investment Advisors
Texas
$188K -$45.4K -245 -20%
PP
1531
Pacifica Partners
Canada
$185K -$33.3K -180 -16%
STB
1532
S&T Bank
Pennsylvania
$179K – – –
GFL
1533
Granite FO LLC
New Hampshire
$176K +$556 +3 +0.3%
WBC
1534
West Branch Capital
Massachusetts
$175K -$7.41K -40 -4%
IWP
1535
IAG Wealth Partners
Wisconsin
$171K – – –
CBT
1536
CoreFirst Bank & Trust
Kansas
$170K +$162K +877 New
MWA
1537
Medallion Wealth Advisors
Connecticut
$170K – – –
NFSG
1538
Newbridge Financial Services Group
Florida
$168K +$370 +2 +0.2%
W
1539
WealthCollab
Washington
$168K – – –
MEG
1540
Millstone Evans Group
Colorado
$167K – – –
SWP
1541
SIMA Wealth Partners
Virginia
$167K -$374K -2,022 -70%
CSB
1542
City State Bank
Iowa
$165K -$27.8K -150 -15%
SIS
1543
Sound Income Strategies
Florida
$161K +$76.1K +411 +98%
CF
1544
Centaurus Financial
California
$158K -$23.3K -126 -13%
RFA
1545
Register Financial Advisors
Georgia
$156K +$556 +3 +0.4%
HBT
1546
Hills Bank & Trust
Iowa
$151K +$9.26K +50 +7%
DFC
1547
DB Fitzpatrick & Co
Idaho
$149K -$741 -4 -0.5%
MFT
1548
Moisand Fitzgerald Tamayo
Florida
$148K – – –
EPAM
1549
Evelyn Partners Asset Management
$145K – – –
GWSG
1550
GPS Wealth Strategies Group
Colorado
$144K +$2.78K +15 +2%
60 61
62
63 64