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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
151
BTC Capital Management
Iowa
$17.7M +$185K +1,060 +1%
WW
152
Westshore Wealth
California
$17.6M +$627K +3,585 +4%
SW
153
Simplicity Wealth
New Jersey
$17.5M -$247K -1,411 -1%
NA
154
NewEdge Advisors
Louisiana
$17.2M +$2.91M +16,626 +20%
AWS
155
Atria Wealth Solutions
New York
$17.2M -$452K -2,587 -3%
BSW
156
Buckingham Strategic Wealth
Missouri
$17M -$400K -2,285 -2%
SA
157
Sanctuary Advisors
Indiana
$17M +$17.1M +98,008 New
UCFA
158
United Capital Financial Advisors
Texas
$16.8M -$656K -3,749 -4%
VVP
159
Venture Visionary Partners
Ohio
$16.5M -$77.8K -445 -0.5%
SIM
160
Stratos Investment Management
Ohio
$16.4M -$93.9K -537 -0.6%
LC
161
Lindbrook Capital
California
$16.2M -$596K -3,409 -4%
GIA
162
GHP Investment Advisors
Colorado
$16.1M -$70.5K -403 -0.4%
WHG
163
Westwood Holdings Group
Texas
$15.7M -$118K -675 -0.7%
FA
164
FDx Advisors
Illinois
$15.5M -$630K -3,605 -4%
IIC
165
Integrated Investment Consultants
Michigan
$15M – – –
WANY
166
Wealthspire Advisors (New York)
New York
$15M -$468K -2,678 -3%
HCC
167
Hirtle Callaghan & Co
Pennsylvania
$15M -$60.3K -345 -0.4%
NFW
168
Noble Family Wealth
Florida
$14.8M -$50.2K -287 -0.3%
BPA
169
Beacon Pointe Advisors
California
$14.6M +$2.27M +13,002 +18%
KP
170
Keel Point
Alabama
$14.3M +$799K +4,569 +6%
GT
171
Glenmede Trust
Pennsylvania
$14.1M +$830K +4,749 +6%
CI
172
Cambiar Investors
Colorado
$14M +$6.85M +39,169 +95%
RJT
173
Raymond James Trust
Florida
$14M -$40.7K -233 -0.3%
IFO
174
Independent Family Office
New York
$13.9M -$463K -2,648 -3%
BFG
175
Bleakley Financial Group
New Jersey
$13.9M -$500K -2,859 -3%
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