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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HTHT
1651
Hemenway Trust Hemenway Trust
New Hampshire
$242K – – –
JWBC
1652
J.W. Burns & Co
New York
$242K – – –
OC
1653
Oarsman Capital
Wisconsin
$242K – – –
CST
1654
Charles Schwab Trust
Nevada
$242K – – –
LF
1655
Lighthouse Financial
Florida
$241K -$2.33K -10 -1%
CA
1656
Crumly & Associates
Illinois
$240K -$91.1K -391 -28%
AIS
1657
Accredited Investor Services
Minnesota
$240K -$12.6K -54 -5%
WBCM
1658
Wilson & Boucher Capital Management
California
$239K – – –
RWA
1659
Resolute Wealth Advisor
Ohio
$238K – – –
CAM
1660
Columbia Asset Management
Michigan
$238K – – –
LTI
1661
Laffer Tengler Investments
Tennessee
$237K – – –
GPA
1662
Guerra Pan Advisors
New Jersey
$237K – – –
COI
1663
Connable Office Inc
Michigan
$236K – – –
CIM
1664
Capital Investment Management
Missouri
$235K +$226K +969 New
VFS
1665
Valpey Financial Services
New Hampshire
$234K +$233 +1 +0.1%
RTC
1666
Real Talk Capital
Tennessee
$234K – – –
CSB
1667
City State Bank
Iowa
$233K – – –
HWM
1668
Howard Wealth Management
Connecticut
$233K – – –
VCM
1669
Vision Capital Management
Oregon
$232K – – –
PGAM
1670
Princeton Global Asset Management
New Jersey
$232K -$3.49K -15 -2%
DWP
1671
Destiny Wealth Partners
Florida
$231K -$3.12M -13,374 -94%
LWA
1672
Ledgewood Wealth Advisors
New Hampshire
$230K – – –
LF
1673
Lantz Financial
Illinois
$230K -$1.02M -4,358 -82%
ACA
1674
Adirondack Capital Advisors
New York
$230K – – –
PWP
1675
Prasad Wealth Partners
Ohio
$229K +$699 +3 +0.3%
65 66
67
68 69