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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1576
SP Asset Management
California
$242K +$1.24K +6 +0.5%
PP
1577
Patten & Patten
Tennessee
$242K +$207 +1 +0.1%
LWAM
1578
Legacy Wealth Asset Management
Minnesota
$241K +$237K +1,148 New
PIMG
1579
Patriot Investment Management Group
Tennessee
$241K – – –
BHWM
1580
Beaird Harris Wealth Management
Texas
$240K -$47.5K -230 -17%
JTWM
1581
Jackson Thornton Wealth Management
Alabama
$240K – – –
SWM
1582
SK Wealth Management
Rhode Island
$239K -$36.8K -178 -14%
FWA
1583
FSM Wealth Advisors
Ohio
$239K – – –
MCA
1584
Millennium Capital Advisors
Arkansas
$239K – – –
NFA
1585
Northern Financial Advisors
Michigan
$239K – – –
AA
1586
Addison Advisors
Vermont
$238K -$40.3K -195 -15%
HAM
1587
Harmony Asset Management
Arizona
$238K – – –
EFA
1588
Englebert Financial Advisers
Pennsylvania
$238K +$234K +1,131 New
CWM
1589
Collaborative Wealth Management
Florida
$237K -$1.03K -5 -0.4%
MNA
1590
Manning & Napier Advisors
New York
$237K +$126K +612 +121%
EGWAG
1591
Elwood & Goetz Wealth Advisory Group
Georgia
$236K -$12.2K -59 -5%
TFA
1592
TandemGrowth Financial Advisors
Georgia
$236K +$232K +1,123 New
IRP
1593
Investment Research Partners
Pennsylvania
$234K -$620 -3 -0.3%
CH
1594
CDKV Holdings
Colorado
$234K +$229K +1,111 New
TW
1595
Tempo Wealth
Ohio
$233K +$229K +1,110 New
IWS
1596
Insight Wealth Strategies
California
$232K +$207 +1 +0.1%
KCM
1597
Kathmere Capital Management
Pennsylvania
$232K – – –
NL
1598
NVWM LLC
Pennsylvania
$231K – – –
VFG
1599
V2 Financial group
Illinois
$231K – – –
BWMG
1600
Barnes Wealth Management Group
California
$231K +$413 +2 +0.2%
62 63
64
65 66