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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1801
Activest Wealth Management
Florida
$133K -$721K -3,095 -85%
RFA
1802
Register Financial Advisors
Georgia
$128K +$233 +1 +0.2%
BWA
1803
Basecamp Wealth Advisors
Washington
$126K – – –
PWM
1804
Provident Wealth Management
Tennessee
$125K – – –
UCB
1805
United Community Bank
South Carolina
$119K – – –
JWM
1806
JPL Wealth Management
Colorado
$119K – – –
AIA
1807
Arcadia Investment Advisors
Idaho
$117K – – –
MWA
1808
Medallion Wealth Advisors
Connecticut
$116K -$138K -592 -55%
KCM
1809
Key Capital Management
Tennessee
$116K – – –
CICI
1810
Capital Investment Counsel Inc
North Carolina
$115K – – –
CMP
1811
Coston McIsaac & Partners
Maine
$113K – – –
TF
1812
Tompkins Financial
New York
$112K – – –
CIA
1813
Cape Investment Advisory
Georgia
$112K +$107K +460 New
POIA
1814
Pin Oak Investment Advisors
Texas
$110K – – –
GCP
1815
Gill Capital Partners
Colorado
$109K – – –
AWM
1816
Abound Wealth Management
Tennessee
$109K +$2.33K +10 +2%
CWP
1817
Concord Wealth Partners
Virginia
$108K +$104K +447 New
BWM
1818
Bernard Wealth Management
Michigan
$107K – – –
CTWM
1819
Cherry Tree Wealth Management
Minnesota
$104K – – –
FC
1820
Financial Consulate
Maryland
$103K +$22.1K +95 +29%
BH
1821
Burk Holdings
Oklahoma
$101K – – –
IRAG
1822
Investment Research & Advisory Group
Georgia
$101K +$97.1K +417 New
CFM
1823
Cornerstone Financial Management
Massachusetts
$101K -$6.99K -30 -7%
FMB
1824
Field & Main Bank
Kentucky
$97K – – –
GMA
1825
Glassy Mountain Advisors
Maryland
$96K – – –
71 72
73
74 75