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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1651
Putney Financial Group
California
$24.5K – – –
MBFW
1652
Morton Brown Family Wealth
Pennsylvania
$23.9K – – –
MSFP
1653
Mark Sheptoff Financial Planning
Connecticut
$23.7K – – –
PCTC
1654
Perkins Coie Trust Company
Washington
$23.5K – – –
CMBA
1655
C.M. Bidwell & Associates
Hawaii
$23.3K – – –
TCM
1656
Tanaka Capital Management
New York
$23K – – –
RWPA
1657
Richard W. Paul & Associates
Michigan
$23K -$24.9K -131 -52%
SR
1658
Syntax Research
Florida
$23K – – –
CAWM
1659
Capital A Wealth Management
Pennsylvania
$23K +$21.1K +111 +1,009%
TLCM
1660
Twin Lakes Capital Management
California
$22.4K +$22.7K +119 New
MSWM
1661
Mowery & Schoenfeld Wealth Management
Illinois
$22.2K +$22.5K +118 New
SCA
1662
Stuart Chaussee & Associates
California
$22K – – –
FWA
1663
FSC Wealth Advisors
New York
$21.8K – – –
GP
1664
Greenline Partners
New York
$20.7K – – –
FAI
1665
Fiduciary Advisors Inc
Missouri
$20.3K – – –
PIS
1666
POM Investment Strategies
North Carolina
$19.9K – – –
TSMHT
1667
Thurston Springer Miller Herd & Titak
Indiana
$19.9K – – –
EWA
1668
EQ Wealth Advisors
Texas
$19.4K +$19.6K +103 New
CWM
1669
CarsonAllaria Wealth Management
Illinois
$18.6K – – –
LWMI
1670
Legacy Wealth Management (Idaho)
Idaho
$18.4K +$11.6K +61 +165%
FMP
1671
Financial Management Professionals
Texas
$18.1K – – –
FDW
1672
Fourth Dimension Wealth
Ohio
$17.1K – – –
FP
1673
Financial Perspectives
Minnesota
$16.4K – – –
CFP
1674
Comprehensive Financial Planning
Pennsylvania
$16K +$4.57K +24 +39%
CIA
1675
Cape Investment Advisory
Georgia
$13.4K +$762 +4 +6%
65 66
67
68 69