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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1751
HCR Wealth Advisors
California
$202K +$194K +831 New
JF
1752
JMN Financial
Ohio
$201K +$193K +830 New
DC
1753
Dahring Cusmano
Michigan
$201K +$193K +828 New
SA
1754
Seneschal Advisors
Washington
$201K -$29.1K -125 -13%
SCA
1755
Sulzberger Capital Advisors
Florida
$200K +$193K +827 New
SWP
1756
SIMA Wealth Partners
Virginia
$200K -$6.75K -29 -3%
NFSG
1757
Newbridge Financial Services Group
Florida
$200K +$466 +2 +0.2%
BWM
1758
BKM Wealth Management
Wisconsin
$198K -$668K -2,866 -78%
AIS
1759
Advocate Investing Services
Maryland
$194K – – –
T
1760
TrustBank
Illinois
$194K +$186K +800 New
VL
1761
Vima LLC
Michigan
$194K +$186K +799 New
CCMI
1762
Creative Capital Management Investments
California
$192K – – –
PWMG
1763
Private Wealth Management Group
New Jersey
$191K -$55.9K -240 -23%
KFP
1764
Kerr Financial Planning
California
$191K +$233 +1 +0.1%
APW
1765
Allied Private Wealth
Florida
$188K +$178K +765 New
WTA
1766
Washington Trust Advisors
Massachusetts
$187K -$3.73K -16 -2%
MFT
1767
Moisand Fitzgerald Tamayo
Florida
$185K – – –
GWS
1768
Greykasell Wealth Strategies
California
$185K +$466 +2 +0.3%
MSWA
1769
Marshall & Sterling Wealth Advisors
New York
$183K -$5.59K -24 -3%
DFC
1770
DB Fitzpatrick & Co
Idaho
$178K -$1.4K -6 -0.8%
CT
1771
Caldwell Trust
Florida
$178K +$87.8K +377 +105%
USB
1772
Union Savings Bank
Connecticut
$172K – – –
SFC
1773
SYM Financial Corp
Indiana
$168K -$52.4K -225 -24%
CBT
1774
CoreFirst Bank & Trust
Kansas
$168K -$3.49K -15 -2%
RF
1775
Robinswood Financial
Washington
$168K +$466 +2 +0.3%
69 70
71
72 73