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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1701
Shelton Capital Management
Colorado
$215K +$207K +888 New
KPWG
1702
KFA Private Wealth Group
Virginia
$215K +$207K +887 New
CAG
1703
Carroll Advisory Group
Texas
$215K +$207K +887 New
VWA
1704
Vistica Wealth Advisors
California
$215K +$206K +885 New
AG
1705
Advocate Group
Minnesota
$214K +$206K +884 New
CAWM
1706
Capital Advisors Wealth Management
Washington
$213K +$205K +880 New
AGWCA
1707
Annis Gardner Whiting Capital Advisors
Florida
$213K -$82K -352 -29%
IWP
1708
IAG Wealth Partners
Wisconsin
$213K – – –
VBFP
1709
Valtinson Bruner Financial Planning
Minnesota
$213K +$205K +879 New
DWS
1710
Discipline Wealth Solutions
South Carolina
$212K +$204K +874 New
IPW
1711
Inlet Private Wealth
Florida
$212K +$203K +873 New
TFG
1712
Tull Financial Group
Virginia
$211K +$203K +872 New
WCM
1713
Wealthcare Capital Management
Virginia
$211K +$203K +872 New
WCA
1714
Westover Capital Advisors
Delaware
$211K +$203K +872 New
FWM
1715
ForthRight Wealth Management
Georgia
$210K +$202K +866 New
OFS
1716
Opus Financial Solutions
Illinois
$209K -$20K -86 -9%
LBC
1717
Lowe Brockenbrough & Co
Virginia
$209K – – –
W
1718
WealthCollab
Washington
$209K – – –
BHPW
1719
Beverly Hills Private Wealth
California
$209K +$201K +863 New
FF
1720
Francis Financial
$209K +$201K +863 New
PA
1721
Planning Alternatives
Michigan
$209K +$201K +862 New
SCA
1722
Strathmore Capital Advisors
North Carolina
$209K +$196K +843 New
IP
1723
Intellectus Partners
California
$208K +$200K +859 New
WFA
1724
WJ Financial Advisors
Connecticut
$208K +$199K +856 New
AIM
1725
Archer Investment Management
Texas
$208K -$20.3K -87 -9%
67 68
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70 71