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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1551
SP Asset Management
California
$281K +$932 +4 +0.3%
AFP
1552
Alpha Financial Partners
Kentucky
$281K +$932 +4 +0.3%
PC
1553
Pecaut & Co
Iowa
$280K +$233 +1 +0.1%
CWP
1554
Curated Wealth Partners
California
$279K – – –
KCA
1555
Kastel Capital Advisors
Massachusetts
$278K – – –
PIMG
1556
Patriot Investment Management Group
Tennessee
$278K – – –
FWA
1557
FSM Wealth Advisors
Ohio
$275K – – –
PP
1558
Patten & Patten
Tennessee
$275K – – –
ERWM
1559
Elk River Wealth Management
Colorado
$275K -$68.5K -294 -21%
TFO
1560
Timonier Family Office
North Carolina
$275K +$264K +1,135 New
MCA
1561
Millennium Capital Advisors
Arkansas
$275K – – –
KCM
1562
Kathmere Capital Management
Pennsylvania
$275K – – –
AA
1563
Addison Advisors
Vermont
$274K – – –
HAM
1564
Harmony Asset Management
Arizona
$274K – – –
BOH
1565
Bank of Hawaii
Hawaii
$274K -$156K -671 -37%
EFA
1566
Englebert Financial Advisers
Pennsylvania
$274K – – –
NAMM
1567
NorthStar Asset Management (Massachusetts)
Massachusetts
$273K -$14.4K -62 -5%
CFG
1568
Clayton Financial Group
Missouri
$273K -$267K -1,147 -50%
CA
1569
Clune & Associates
Illinois
$272K +$262K +1,123 New
TW
1570
Tempo Wealth
Ohio
$271K +$932 +4 +0.4%
IRP
1571
Investment Research Partners
Pennsylvania
$270K – – –
IWS
1572
Insight Wealth Strategies
California
$270K +$233 +1 +0.1%
QFW
1573
QTR Family Wealth
Florida
$270K +$233 +1 +0.1%
CH
1574
CDKV Holdings
Colorado
$269K – – –
TWM
1575
TRB Wealth Management
Texas
$269K – – –
61 62
63
64 65