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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1676
Princeton Global Asset Management
New Jersey
$201K +$197K +955 New
TWC
1677
TD Waterhouse Canada
Ontario, Canada
$201K +$54.7K +265 +38%
SA
1678
Seneschal Advisors
Washington
$200K – – –
GFL
1679
Granite FO LLC
New Hampshire
$192K +$413 +2 +0.2%
CWM
1680
Copia Wealth Management
Oregon
$191K – – –
WBC
1681
West Branch Capital
Massachusetts
$189K – – –
IWP
1682
IAG Wealth Partners
Wisconsin
$186K +$1.03K +5 +0.6%
BFP
1683
Birchwood Financial Partners
Minnesota
$185K +$182K +882 New
SIS
1684
Sound Income Strategies
Florida
$183K +$1.45K +7 +0.8%
MWA
1685
Medallion Wealth Advisors
Connecticut
$183K – – –
NFSG
1686
Newbridge Financial Services Group
Florida
$183K +$620 +3 +0.3%
SWP
1687
Strategic Wealth Partners
Ohio
$182K +$10.5K +51 +6%
LBC
1688
Lowe Brockenbrough & Co
Virginia
$182K -$595K -2,880 -77%
W
1689
WealthCollab
Washington
$181K – – –
SWP
1690
SIMA Wealth Partners
Virginia
$181K – – –
CBT
1691
CoreFirst Bank & Trust
Kansas
$180K +$8.68K +42 +5%
KFP
1692
Kerr Financial Planning
California
$174K +$207 +1 +0.1%
POIA
1693
Pin Oak Investment Advisors
Texas
$169K -$51.6K -250 -25%
AIS
1694
Advocate Investing Services
Maryland
$168K +$165K +800 New
T
1695
TrustBank
Illinois
$168K +$165K +800 New
MSWA
1696
Marshall & Sterling Wealth Advisors
New York
$164K -$63K -305 -28%
DFC
1697
DB Fitzpatrick & Co
Idaho
$161K – – –
MFT
1698
Moisand Fitzgerald Tamayo
Florida
$160K – – –
CPG
1699
Cornerstone Planning Group
New Jersey
$160K -$66.9K -324 -31%
GWS
1700
Greykasell Wealth Strategies
California
$159K +$826 +4 +0.5%
66 67
68
69 70