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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
1626
Jackson Hole Capital Partners
Oklahoma
$45.7K – – –
RA
1627
Rise Advisors
New York
$45.6K +$192 +1 +0.4%
T
1628
Tidemark
California
$45.2K -$76K -396 -62%
GFPC
1629
Global Financial Private Client
Florida
$43.5K – – –
NECFA
1630
New England Capital Financial Advisors
Connecticut
$43K – – –
VNA
1631
Valley National Advisers
Pennsylvania
$41K -$3.64K -19 -8%
JFG
1632
JDM Financial Group
Texas
$40K +$192 +1 +0.5%
FFA
1633
Frazier Financial Advisors
Ohio
$38.2K -$3.45K -18 -8%
AWM
1634
Abound Wealth Management
Tennessee
$37.4K +$192 +1 +0.5%
AWM
1635
Aberdeen Wealth Management
Illinois
$37K – – –
HFS
1636
Hantz Financial Services
Michigan
$35K +$35.9K +187 New
CCM
1637
Chilton Capital Management
Texas
$34.8K – – –
PFSC
1638
Peoples Financial Services Corp
Pennsylvania
$34.2K – – –
VWA
1639
VSM Wealth Advisory
Maryland
$34.2K +$35.5K +185 New
SIC
1640
SJS Investment Consulting
Ohio
$33.9K – – –
AIM
1641
Access Investment Management
Georgia
$33.3K – – –
HHGA
1642
Halbert Hargrove Global Advisors
California
$32.2K +$33.4K +174 New
PWS
1643
Peterson Wealth Services
Utah
$32K +$33.2K +173 New
SC
1644
Stephens Consulting
Michigan
$31.8K – – –
SIM
1645
Studio Investment Management
Illinois
$31.8K – – –
EBA
1646
Eagle Bay Advisors
New York
$31.7K – – –
CTA
1647
Colonial Trust Advisors
South Carolina
$31.3K – – –
T
1648
Transce3nd
Texas
$30.8K +$31.3K +163 New
MFG
1649
Mendota Financial Group
Wisconsin
$30.4K -$29.3K -153 -48%
MLA
1650
MB, Levis & Associates
Pennsylvania
$30.4K – – –
64 65
66
67 68