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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ISFAN
1551
Investor's Fiduciary Advisor Network
Washington
$252K +$876 +4 +0.3%
SCM
1552
Sterling Capital Management
North Carolina
$252K -$13.1M -59,801 -98%
MGWA
1553
Monument Group Wealth Advisors
Massachusetts
$251K – – –
LWANC
1554
Laurel Wealth Advisors (North Carolina)
North Carolina
$250K – – –
QFW
1555
QTR Family Wealth
Florida
$250K -$9.86K -45 -4%
FPB
1556
First PREMIER Bank
South Dakota
$250K -$104K -475 -29%
DCM
1557
Donaldson Capital Management
Indiana
$249K -$41K -187 -14%
CRI
1558
Commonwealth Retirement Investments
Virginia
$249K – – –
NG
1559
Novem Group
New York
$248K +$876 +4 +0.3%
1WA
1560
180 Wealth Advisors
Washington
$248K -$2.63K -12 -1%
SG
1561
Sharper & Granite
California
$248K – – –
RS
1562
Retirement Solution
Washington
$247K -$17.3K -79 -6%
SAM
1563
SP Asset Management
California
$247K +$876 +4 +0.3%
PC
1564
Pecaut & Co
Iowa
$247K -$16K -73 -6%
AFP
1565
Alpha Financial Partners
Kentucky
$247K -$5.91K -27 -2%
CWP
1566
Curated Wealth Partners
California
$246K +$252K +1,150 New
JTWM
1567
Jackson Thornton Wealth Management
Alabama
$245K – – –
MHI
1568
Miller Howard Investments
New York
$245K -$1.08M -4,954 -81%
PIMG
1569
Patriot Investment Management Group
Tennessee
$245K – – –
BHWM
1570
Beaird Harris Wealth Management
Texas
$244K -$438 -2 -0.2%
FWA
1571
FSM Wealth Advisors
Ohio
$243K +$219 +1 +0.1%
PP
1572
Patten & Patten
Tennessee
$242K -$3.07K -14 -1%
MCA
1573
Millennium Capital Advisors
Arkansas
$242K – – –
AOWM
1574
Asset One Wealth Management
Washington
$242K +$235K +1,072 New
KCM
1575
Kathmere Capital Management
Pennsylvania
$242K +$6.57K +30 +3%
61 62
63
64 65