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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
151
Wealthspire Advisors (New York)
New York
$20.3M +$3.84M +21,085 +25%
SIM
152
Stratos Investment Management
Ohio
$20.3M +$2.36M +12,929 +14%
SA
153
Sanctuary Advisors
Indiana
$20.2M +$771K +4,232 +4%
NYLIM
154
New York Life Investment Management
New York
$19.8M -$9.5M -52,165 -33%
WW
155
Westshore Wealth
California
$19.4M +$329K +1,807 +2%
SWA
156
Stratos Wealth Advisors
Ohio
$19.4M +$5.78M +31,743 +45%
VVP
157
Venture Visionary Partners
Ohio
$18.8M +$855K +4,691 +5%
AWS
158
Atria Wealth Solutions
New York
$18.2M -$459K -2,518 -3%
UCFA
159
United Capital Financial Advisors
Texas
$18.1M -$206K -1,130 -1%
CWA
160
CM Wealth Advisors
Ohio
$17.5M +$16M +88,082 +2,209%
GIA
161
GHP Investment Advisors
Colorado
$17.4M -$169K -925 -1%
FA
162
FDx Advisors
Illinois
$16.3M -$499K -2,741 -3%
CWM
163
Congress Wealth Management
Massachusetts
$16.2M -$18.8M -103,458 -55%
NFW
164
Noble Family Wealth
Florida
$16.1M +$2.19K +12 +0%
RWP
165
RWA Wealth Partners
Massachusetts
$16.1M +$12.5M +68,390 +412%
BCM
166
BTC Capital Management
Iowa
$16.1M -$3.03M -16,653 -16%
HCC
167
Hirtle Callaghan & Co
Pennsylvania
$15.9M -$433K -2,378 -3%
LC
168
Lindbrook Capital
California
$15.9M -$1.72M -9,464 -10%
RJT
169
Raymond James Trust
Florida
$15.8M +$587K +3,220 +4%
IIC
170
Integrated Investment Consultants
Michigan
$15.8M +$796K +4,367 +5%
RFA
171
RTD Financial Advisors
Pennsylvania
$15.7M +$635K +3,484 +4%
GT
172
Glenmede Trust
Pennsylvania
$15.7M +$283K +1,552 +2%
IFO
173
Independent Family Office
New York
$15.6M +$386K +2,119 +3%
KP
174
Keel Point
Alabama
$15.2M +$52.6K +289 +0.4%
BFG
175
Bleakley Financial Group
New Jersey
$15.2M +$24.2K +133 +0.2%
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