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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FAB
1576
First American Bank
Illinois
$241K +$247K +1,127 New
3IP
1577
3Chopt Investment Partners
Virginia
$238K -$57.4K -262 -19%
TW
1578
Tempo Wealth
Ohio
$238K +$876 +4 +0.4%
IRP
1579
Investment Research Partners
Pennsylvania
$238K – – –
RWA
1580
Resolute Wealth Advisor
Ohio
$238K +$244K +1,112 New
CH
1581
CDKV Holdings
Colorado
$237K – – –
TWM
1582
TRB Wealth Management
Texas
$237K +$243K +1,109 New
IWS
1583
Insight Wealth Strategies
California
$236K +$219 +1 +0.1%
SWM
1584
SK Wealth Management
Rhode Island
$236K +$438 +2 +0.2%
VFG
1585
V2 Financial group
Illinois
$235K – – –
TFA
1586
TandemGrowth Financial Advisors
Georgia
$235K -$5.47K -25 -2%
KL
1587
KilterHowling LLC
Colorado
$234K +$1.09K +5 +0.5%
PWM
1588
Pines Wealth Management
North Carolina
$234K -$24.3K -111 -9%
BCM
1589
Brookmont Capital Management
Texas
$232K +$238K +1,088 New
SSW
1590
Stone Summit Wealth
Florida
$232K – – –
BWMG
1591
Barnes Wealth Management Group
California
$231K -$3.72K -17 -2%
VAF
1592
Values Added Financial
District of Columbia
$231K – – –
RC
1593
Roundview Capital
New Jersey
$231K – – –
GSIAS
1594
Garden State Investment Advisory Services
New Jersey
$230K -$438 -2 -0.2%
MWA
1595
Medallion Wealth Advisors
Connecticut
$229K +$43.8K +200 +23%
HNWAG
1596
High Net Worth Advisory Group
Florida
$229K – – –
WFA
1597
West Financial Advisors
Iowa
$229K – – –
SWP
1598
Strategic Wealth Partners
Ohio
$229K +$44.5K +203 +23%
CC
1599
Chicago Capital
Illinois
$228K – – –
AFM
1600
Armstrong Fleming & Moore
District of Columbia
$228K +$1.09K +5 +0.5%
62 63
64
65 66