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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1601
Arcadia Investment Advisors
Idaho
$98.3K – – –
CTWM
1602
Cherry Tree Wealth Management
Minnesota
$96.1K – – –
BWM
1603
Bernard Wealth Management
Michigan
$95.1K – – –
TF
1604
Tompkins Financial
New York
$94.1K – – –
TCM
1605
TD Capital Management
Tennessee
$92.4K – – –
CWP
1606
Concord Wealth Partners
Virginia
$88.7K -$11.3K -57 -12%
NMG
1607
New Millennium Group
Utah
$81.4K +$79.6K +400 New
NWMP
1608
Noble Wealth Management PBC
Colorado
$81.4K +$79.6K +400 New
FMB
1609
Field & Main Bank
Kentucky
$81.4K – – –
NC
1610
North Capital
Utah
$80.8K +$199 +1 +0.3%
GMA
1611
Glassy Mountain Advisors
Maryland
$80.6K +$78.8K +396 New
ST
1612
Smithfield Trust
Pennsylvania
$79K – – –
GFWA
1613
Grey Fox Wealth Advisors
Delaware
$78.9K +$77K +387 New
IA
1614
IFS Advisors
Kansas
$78K – – –
IRC
1615
Investors Research Corp
Georgia
$77K -$15.9K -80 -17%
TCM
1616
TruNorth Capital Management
Michigan
$76.8K – – –
SA
1617
SRH Advisors
Kansas
$75.3K – – –
APW
1618
Atlantic Private Wealth
North Carolina
$74.1K – – –
CT
1619
Caldwell Trust
Florida
$72.9K +$22.1K +111 +45%
HR
1620
Howe & Rusling
New York
$72.7K -$66.6K -335 -48%
TWM
1621
Topsail Wealth Management
North Carolina
$71.1K – – –
WIM
1622
Westside Investment Management
California
$70K – – –
CB
1623
CNB Bank
Pennsylvania
$62.1K – – –
MHR
1624
Matthew Hamilton Rosenberg
$61.9K – – –
WPA
1625
Wealth Preservation Advisors
Tennessee
$61.9K – – –
63 64
65
66 67