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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1726
Basecamp Wealth Advisors
Washington
$111K +$114K +522 New
PWM
1727
Provident Wealth Management
Tennessee
$110K – – –
SIS
1728
Sound Income Strategies
Florida
$109K -$72.3K -330 -39%
NIG
1729
NFJ Investment Group
Texas
$109K -$8.89M -40,594 -99%
JHCP
1730
Jackson Hole Capital Partners
Oklahoma
$106K +$219 +1 +0.2%
UCB
1731
United Community Bank
South Carolina
$105K -$18.2K -83 -14%
JWM
1732
JPL Wealth Management
Colorado
$105K +$108K +491 New
IA
1733
IFG Advisory
Georgia
$104K -$1.56M -7,124 -94%
AIA
1734
Arcadia Investment Advisors
Idaho
$103K – – –
KCM
1735
Key Capital Management
Tennessee
$102K +$63.3K +289 +152%
CICI
1736
Capital Investment Counsel Inc
North Carolina
$101K – – –
CMP
1737
Coston McIsaac & Partners
Maine
$100K – – –
TF
1738
Tompkins Financial
New York
$98.7K – – –
POIA
1739
Pin Oak Investment Advisors
Texas
$97K -$65.5K -299 -40%
GCP
1740
Gill Capital Partners
Colorado
$96.2K +$98.5K +450 New
CFM
1741
Cornerstone Financial Management
Massachusetts
$95.1K – – –
BWM
1742
Bernard Wealth Management
Michigan
$94.7K -$5.26K -24 -5%
AWM
1743
Abound Wealth Management
Tennessee
$93.7K +$1.53K +7 +2%
CTWM
1744
Cherry Tree Wealth Management
Minnesota
$92.1K -$8.98K -41 -9%
BH
1745
Burk Holdings
Oklahoma
$89.3K +$91.5K +418 New
FMB
1746
Field & Main Bank
Kentucky
$85.5K – – –
GMA
1747
Glassy Mountain Advisors
Maryland
$84.6K – – –
SEP
1748
Signature Equity Partners
Ohio
$84.2K -$9.86K -45 -10%
ST
1749
Smithfield Trust
Pennsylvania
$84K – – –
PNC
1750
Park National Corp
Ohio
$82.3K +$84.3K +385 New
68 69
70
71 72