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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
151
Atria Wealth Solutions
New York
$18.1M -$2.16M -12,759 -11%
BCM
152
BTC Capital Management
Iowa
$18M +$17M +100,270 New
UCFA
153
United Capital Financial Advisors
Texas
$18M -$466K -2,755 -3%
BSW
154
Buckingham Strategic Wealth
Missouri
$17.9M +$1.49M +8,798 +10%
WW
155
Westshore Wealth
California
$17.4M +$785K +4,640 +5%
LC
156
Lindbrook Capital
California
$17.3M -$160K -943 -1%
VVP
157
Venture Visionary Partners
Ohio
$17M +$800K +4,730 +5%
SIM
158
Stratos Investment Management
Ohio
$16.9M -$468K -2,767 -3%
GIA
159
GHP Investment Advisors
Colorado
$16.6M +$22.7K +134 +0.1%
FA
160
FDx Advisors
Illinois
$16.6M -$1.23M -7,282 -7%
WHG
161
Westwood Holdings Group
Texas
$16.2M -$957K -5,657 -6%
CWA
162
CM Wealth Advisors
Ohio
$16.1M +$15M +88,455 +2,448%
WANY
163
Wealthspire Advisors (New York)
New York
$15.9M -$147K -869 -1%
RWP
164
RWA Wealth Partners
Massachusetts
$15.6M +$12M +70,925 +432%
HCC
165
Hirtle Callaghan & Co
Pennsylvania
$15.5M -$732K -4,325 -5%
NFW
166
Noble Family Wealth
Florida
$15.3M -$46.4K -274 -0.3%
IIC
167
Integrated Investment Consultants
Michigan
$15M -$37.6K -222 -0.3%
MCCA
168
Mill Creek Capital Advisors
Pennsylvania
$14.9M – – –
BFG
169
Bleakley Financial Group
New Jersey
$14.8M -$3.87M -22,863 -22%
IFO
170
Independent Family Office
New York
$14.8M – – –
NA
171
NewEdge Advisors
Louisiana
$14.7M +$106K +624 +0.8%
CWC
172
Carolinas Wealth Consulting
North Carolina
$14.7M -$328K -1,936 -2%
NYLIM
173
New York Life Investment Management
New York
$14.5M -$5.32M -31,458 -28%
CCB
174
Country Club Bank
Missouri
$14.5M -$2.74M -16,215 -17%
RJT
175
Raymond James Trust
Florida
$14.4M -$125K -736 -0.9%
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