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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1801
Arcadia Investment Advisors
Idaho
$117K – – –
MWA
1802
Medallion Wealth Advisors
Connecticut
$116K -$138K -592 -55%
KCM
1803
Key Capital Management
Tennessee
$116K – – –
CICI
1804
Capital Investment Counsel Inc
North Carolina
$115K – – –
CMP
1805
Coston McIsaac & Partners
Maine
$113K – – –
TF
1806
Tompkins Financial
New York
$112K – – –
CIA
1807
Cape Investment Advisory
Georgia
$112K +$107K +460 New
POIA
1808
Pin Oak Investment Advisors
Texas
$110K – – –
GCP
1809
Gill Capital Partners
Colorado
$109K – – –
AWM
1810
Abound Wealth Management
Tennessee
$109K +$2.33K +10 +2%
CWP
1811
Concord Wealth Partners
Virginia
$108K +$104K +447 New
BWM
1812
Bernard Wealth Management
Michigan
$107K – – –
FC
1813
Financial Consulate
Maryland
$103K +$22.1K +95 +29%
BH
1814
Burk Holdings
Oklahoma
$101K – – –
IRAG
1815
Investment Research & Advisory Group
Georgia
$101K +$97.1K +417 New
CFM
1816
Cornerstone Financial Management
Massachusetts
$101K -$6.99K -30 -7%
FMB
1817
Field & Main Bank
Kentucky
$97K – – –
GMA
1818
Glassy Mountain Advisors
Maryland
$96K – – –
LC
1819
Lavaca Capital
Texas
$95.3K +$91.5K +393 New
ST
1820
Smithfield Trust
Pennsylvania
$95K – – –
PNC
1821
Park National Corp
Ohio
$93.3K – – –
IA
1822
IFS Advisors
Kansas
$92.8K – – –
RWS
1823
Retirement Wealth Solutions
Wisconsin
$91.4K +$9.08K +39 +12%
CAIM
1824
Catherine Avery Investment Management
Florida
$89.7K – – –
SA
1825
SRH Advisors
Kansas
$89.7K – – –
71 72
73
74 75