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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1601
Atlantic Edge Private Wealth Management
Florida
$60.4K +$52K +271 +493%
MM
1602
Main Management
California
$60K – – –
DP
1603
Denver PWM
Colorado
$58.6K +$192 +1 +0.3%
VWM
1604
Venturi Wealth Management
Texas
$56.7K -$8.82K -46 -13%
CB
1605
CNB Bank
Pennsylvania
$56.5K – – –
MHR
1606
Matthew Hamilton Rosenberg
$56.3K -$5.95K -31 -9%
MAS
1607
MPWM Advisory Solutions
Georgia
$56.1K +$58.1K +303 New
APW
1608
Atlantic Private Wealth
North Carolina
$55.7K – – –
FFWM
1609
Future Financial Wealth Management
Ohio
$55.5K – – –
NCM
1610
Northwest Capital Management
Oregon
$55.2K – – –
SIS
1611
Sound Income Strategies
Florida
$54K -$384 -2 -0.7%
PSB
1612
Piscataqua Savings Bank
New Hampshire
$53.7K – – –
OSNBOA
1613
Old Second National Bank of Aurora
Illinois
$52.6K – – –
MIM
1614
Marshall Investment Management
Colorado
$52.2K +$52.7K +275 New
EWP
1615
Elevation Wealth Partners
California
$51.4K +$384 +2 +0.7%
OL
1616
one8zero8 LLC
North Carolina
$49.8K +$51.6K +269 New
NSIM
1617
North Star Investment Management
Illinois
$49.7K +$192 +1 +0.4%
HR
1618
Howe & Rusling
New York
$49.4K +$3.45K +18 +7%
PIP
1619
Peachtree Investment Partners
Florida
$49.1K – – –
CJ
1620
Caitlin John
Michigan
$48.1K – – –
RWPA
1621
Richard W. Paul & Associates
Michigan
$46.8K -$4.99K -26 -9%
CWM
1622
Centricity Wealth Management
Ohio
$46.3K +$48K +250 New
HWA
1623
HHM Wealth Advisors
Tennessee
$46.1K – – –
JHCP
1624
Jackson Hole Capital Partners
Oklahoma
$45.7K – – –
RA
1625
Rise Advisors
New York
$45.6K +$192 +1 +0.4%
63 64
65
66 67