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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
1701
Ogorek Anthony Joseph
New York
$11K – – –
LC
1702
Luminist Capital
Michigan
$11K – – –
NRG
1703
Nemes Rush Group
Michigan
$9.91K -$1.67K -9 -15%
IFS
1704
Intelligent Financial Strategies
Minnesota
$9.71K +$9.26K +50 New
VWA
1705
Valued Wealth Advisors
Utah
$9.71K +$9.26K +50 New
HNW
1706
High Note Wealth
Minnesota
$9.13K – – –
BWM
1707
Bullock Wealth Management
Indiana
$9.11K – – –
PWA
1708
Physician Wealth Advisors
Utah
$8.86K +$185 +1 +2%
CFG
1709
Chapman Financial Group
Hawaii
$8.16K +$7.78K +42 New
RI
1710
Ridgewood Investments
New Jersey
$7.96K – – –
DFA
1711
DHJJ Financial Advisors
Illinois
$7.77K – – –
BL
1712
BFSG LLC
California
$7.58K -$4.07K -22 -36%
1L
1713
10Elms LLP
Oklahoma
$7.38K – – –
FCT
1714
First Community Trust
Iowa
$6.99K – – –
EWM
1715
Evolution Wealth Management
Florida
$6.99K +$6.67K +36 New
LWMI
1716
Legacy Wealth Management (Idaho)
Idaho
$6.8K -$11.7K -63 -64%
LIS
1717
Legacy Investment Solutions
Idaho
$6.8K +$6.48K +35 New
APW
1718
Aventura Private Wealth
Florida
$6.6K – – –
HI
1719
Hoey Investments
Pennsylvania
$6.22K – – –
GIP
1720
Granite Investment Partners
California
$5.63K – – –
T
1721
Transce3nd
Texas
$5.63K – – –
BC
1722
Broadwater Capital
Massachusetts
$5.05K +$930K +5,024 +19,323%
HWM
1723
Horizons Wealth Management
North Carolina
$4.86K – – –
LB
1724
Legacy Bridge
Iowa
$4.86K – – –
IHWM
1725
Iron Horse Wealth Management
Iowa
$4.47K – – –
67 68
69
70 71