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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1601
Salomon & Ludwin
Virginia
$58.3K – – –
FFWM
1602
Future Financial Wealth Management
Ohio
$58.3K – – –
LAM
1603
LOM Asset Management
$58K +$55.6K +300 New
CAWM
1604
Capital A Wealth Management
Pennsylvania
$57.2K +$41.5K +224 +184%
PSB
1605
Piscataqua Savings Bank
New Hampshire
$56.3K – – –
PPA
1606
Painted Porch Advisors
California
$56.1K +$53.5K +289 New
LAMC
1607
Longview Asset Management (California)
California
$55.5K +$53K +286 New
RFS
1608
Richardson Financial Services
Massachusetts
$55.4K – – –
OSNBOA
1609
Old Second National Bank of Aurora
Illinois
$55.2K – – –
EWP
1610
Elevation Wealth Partners
California
$54.4K +$185 +1 +0.4%
AEPWM
1611
Atlantic Edge Private Wealth Management
Florida
$52.6K -$10.2K -55 -17%
OL
1612
one8zero8 LLC
North Carolina
$52.2K – – –
NSIM
1613
North Star Investment Management
Illinois
$52.2K – – –
PIP
1614
Peachtree Investment Partners
Florida
$51.6K +$185 +1 +0.4%
BMC
1615
Bear Mountain Capital
Washington
$50.7K -$106K -573 -69%
HWA
1616
HHM Wealth Advisors
Tennessee
$49.3K +$926 +5 +2%
MWM
1617
MGB Wealth Management
Texas
$49.2K -$20.6K -111 -30%
CWM
1618
Centricity Wealth Management
Ohio
$48.6K – – –
CT
1619
Caldwell Trust
Florida
$48K – – –
AWM
1620
Abound Wealth Management
Tennessee
$47.8K +$7.96K +43 +21%
FGC
1621
Financial Gravity Companies
Texas
$47.4K +$45.2K +244 New
T
1622
Tidemark
California
$47.4K – – –
FP
1623
Financial Perspectives
Minnesota
$46.9K +$28.7K +155 +178%
NECFA
1624
New England Capital Financial Advisors
Connecticut
$45.1K – – –
QWM
1625
Quaker Wealth Management
New Jersey
$44.5K +$42.4K +229 New
63 64
65
66 67