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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1751
Newbridge Financial Services Group
Florida
$200K +$466 +2 +0.2%
BWM
1752
BKM Wealth Management
Wisconsin
$198K -$668K -2,866 -78%
AIS
1753
Advocate Investing Services
Maryland
$194K – – –
T
1754
TrustBank
Illinois
$194K +$186K +800 New
VL
1755
Vima LLC
Michigan
$194K +$186K +799 New
CCMI
1756
Creative Capital Management Investments
California
$192K – – –
PWMG
1757
Private Wealth Management Group
New Jersey
$191K -$55.9K -240 -23%
KFP
1758
Kerr Financial Planning
California
$191K +$233 +1 +0.1%
APW
1759
Allied Private Wealth
Florida
$188K +$178K +765 New
WTA
1760
Washington Trust Advisors
Massachusetts
$187K -$3.73K -16 -2%
MFT
1761
Moisand Fitzgerald Tamayo
Florida
$185K – – –
GWS
1762
Greykasell Wealth Strategies
California
$185K +$466 +2 +0.3%
MSWA
1763
Marshall & Sterling Wealth Advisors
New York
$183K -$5.59K -24 -3%
DFC
1764
DB Fitzpatrick & Co
Idaho
$178K -$1.4K -6 -0.8%
CT
1765
Caldwell Trust
Florida
$178K +$87.8K +377 +105%
USB
1766
Union Savings Bank
Connecticut
$172K – – –
SFC
1767
SYM Financial Corp
Indiana
$168K -$52.4K -225 -24%
CBT
1768
CoreFirst Bank & Trust
Kansas
$168K -$3.49K -15 -2%
RF
1769
Robinswood Financial
Washington
$168K +$466 +2 +0.3%
PP
1770
Pacifica Partners
Canada
$167K – – –
AFC
1771
Ares Financial Consulting
California
$166K +$699 +3 +0.4%
FFG
1772
Forum Finance Group
$164K – – –
CF
1773
Collier Financial
Colorado
$162K +$21.2K +91 +16%
CFD
1774
Creative Financial Designs
Indiana
$161K – – –
FFA
1775
Frazier Financial Advisors
Ohio
$160K – – –
69 70
71
72 73