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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1751
SRH Advisors
Kansas
$79.1K – – –
APW
1752
Atlantic Private Wealth
North Carolina
$77.8K – – –
CT
1753
Caldwell Trust
Florida
$76.5K – – –
CPG
1754
Cornerstone Planning Group
New Jersey
$75.4K -$88.5K -404 -55%
TWM
1755
Topsail Wealth Management
North Carolina
$74.6K – – –
SGFG
1756
Silver Grove Financial Group
New York
$74K +$75.8K +346 New
WIM
1757
Westside Investment Management
California
$73.5K – – –
RWS
1758
Retirement Wealth Solutions
Wisconsin
$72.2K +$74K +338 New
PWAM
1759
Private Wealth Asset Management
Iowa
$70.5K +$42.7K +195 +144%
FC
1760
Financial Consulate
Maryland
$70.3K – – –
MM
1761
Main Management
California
$69K +$70.7K +323 New
OPTFSNA
1762
Old Point Trust & Financial Services N A
Virginia
$67.7K – – –
HHCP
1763
Hilton Head Capital Partners
South Carolina
$67.4K +$219 +1 +0.3%
WETS
1764
Wealth Enhancement Trust Services
South Dakota
$66K -$37.4K -171 -36%
CB
1765
CNB Bank
Pennsylvania
$65.2K – – –
MTI
1766
Merrithew & Thorsten Inc
California
$65K +$219 +1 +0.3%
MHR
1767
Matthew Hamilton Rosenberg
$65K – – –
WPA
1768
Wealth Preservation Advisors
Tennessee
$65K – – –
VR
1769
Vision Retirement
New Jersey
$65K +$27.6K +126 +71%
RPC
1770
Rossmore Private Capital
Connecticut
$64.5K – – –
LAM
1771
LOM Asset Management
$64.1K – – –
HPBT
1772
Hickory Point Bank & Trust
Illinois
$64.1K +$65.7K +300 New
MCA
1773
McGuire Capital Advisors
Oklahoma
$62.6K -$5.47K -25 -8%
PSB
1774
Piscataqua Savings Bank
New Hampshire
$62K – – –
SA
1775
Scarborough Advisors
Maryland
$61.5K +$63.1K +288 New
69 70
71
72 73