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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1551
Washington Trust Advisors
Massachusetts
$258K -$412K -1,995 -62%
KBFS
1552
Kohmann Bosshard Financial Services
Ohio
$258K +$253K +1,226 New
BPFA
1553
Barnes Pettey Financial Advisors
Mississippi
$257K – – –
UWM
1554
USAdvisors Wealth Management
Minnesota
$257K +$5.37K +26 +2%
GWM
1555
Greenhouse Wealth Management
Connecticut
$257K +$1.03K +5 +0.4%
AWAP
1556
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$256K – – –
EWP
1557
Elevation Wealth Partners
California
$256K +$193K +934 +332%
SNBOSD
1558
Security National Bank of So Dak
Iowa
$255K +$251K +1,214 New
CC
1559
Commons Capital
Massachusetts
$255K +$413 +2 +0.2%
FRA
1560
Frank Rimerman Advisors
California
$254K – – –
HWMC
1561
Heritage Wealth Management (California)
California
$254K -$413 -2 -0.2%
PWM
1562
Pines Wealth Management
North Carolina
$253K – – –
TC
1563
Trilogy Capital
California
$253K – – –
MTIC
1564
Missouri Trust & Investment Company
Missouri
$252K – – –
TLFA
1565
True Link Financial Advisors
California
$251K +$17.6K +85 +8%
NAMM
1566
NorthStar Asset Management (Massachusetts)
Massachusetts
$250K +$1.24K +6 +0.5%
TFO
1567
Timonier Family Office
North Carolina
$250K – – –
CAM
1568
Cozad Asset Management
Illinois
$250K -$20K -97 -8%
AFP
1569
Alpha Financial Partners
Kentucky
$248K +$1.24K +6 +0.5%
MGWA
1570
Monument Group Wealth Advisors
Massachusetts
$247K – – –
ISFAN
1571
Investor's Fiduciary Advisor Network
Washington
$247K +$244K +1,179 New
1WA
1572
180 Wealth Advisors
Washington
$246K -$620 -3 -0.3%
CRI
1573
Commonwealth Retirement Investments
Virginia
$245K – – –
FAC
1574
Financial Advisory Corporation
Michigan
$245K – – –
SG
1575
Sharper & Granite
California
$244K – – –
61 62
63
64 65