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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
VCS
1701
Vaughan & Co Securities
New Jersey
$217K +$209K +897 New
FFBTD
1702
First Financial Bank - Trust Division
Ohio
$217K +$209K +896 New
AI
1703
Ariel Investments
Illinois
$217K +$208K +895 New
WHCI
1704
W.H. Cornerstone Investments
Massachusetts
$216K +$208K +891 New
CIA
1705
Compass Ion Advisors
Pennsylvania
$216K +$207K +890 New
PIM
1706
Provident Investment Management
Michigan
$216K -$116K -500 -36%
SCM
1707
Shelton Capital Management
Colorado
$215K +$207K +888 New
KPWG
1708
KFA Private Wealth Group
Virginia
$215K +$207K +887 New
CAG
1709
Carroll Advisory Group
Texas
$215K +$207K +887 New
VWA
1710
Vistica Wealth Advisors
California
$215K +$206K +885 New
AG
1711
Advocate Group
Minnesota
$214K +$206K +884 New
CAWM
1712
Capital Advisors Wealth Management
Washington
$213K +$205K +880 New
AGWCA
1713
Annis Gardner Whiting Capital Advisors
Florida
$213K -$82K -352 -29%
IWP
1714
IAG Wealth Partners
Wisconsin
$213K – – –
VBFP
1715
Valtinson Bruner Financial Planning
Minnesota
$213K +$205K +879 New
DWS
1716
Discipline Wealth Solutions
South Carolina
$212K +$204K +874 New
IPW
1717
Inlet Private Wealth
Florida
$212K +$203K +873 New
TFG
1718
Tull Financial Group
Virginia
$211K +$203K +872 New
WCM
1719
Wealthcare Capital Management
Virginia
$211K +$203K +872 New
WCA
1720
Westover Capital Advisors
Delaware
$211K +$203K +872 New
FWM
1721
ForthRight Wealth Management
Georgia
$210K +$202K +866 New
OFS
1722
Opus Financial Solutions
Illinois
$209K -$20K -86 -9%
LBC
1723
Lowe Brockenbrough & Co
Virginia
$209K – – –
W
1724
WealthCollab
Washington
$209K – – –
BHPW
1725
Beverly Hills Private Wealth
California
$209K +$201K +863 New
67 68
69
70 71