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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1801
one8zero8 LLC
North Carolina
$42.1K – – –
CP
1802
Camelot Portfolios
Ohio
$41.4K +$40.7K +197 New
PIP
1803
Peachtree Investment Partners
Florida
$40.3K -$10.3K -50 -21%
KCM
1804
Key Capital Management
Tennessee
$40K +$39.2K +190 New
DCM
1805
Davis Capital Management
Florida
$39.8K – – –
VWA
1806
VSM Wealth Advisory
Maryland
$38.9K – – –
PFSC
1807
Peoples Financial Services Corp
Pennsylvania
$38.9K – – –
PWS
1808
Pursuit Wealth Strategies
North Carolina
$38.7K +$38K +184 New
SIC
1809
SJS Investment Consulting
Ohio
$38.5K – – –
VR
1810
Vision Retirement
New Jersey
$37.4K +$36.8K +178 New
CFFP
1811
Center for Financial Planning
Michigan
$37K – – –
BAM
1812
Bellevue Asset Management
Washington
$36.8K +$5.16K +25 +17%
AIM
1813
Access Investment Management
Georgia
$36.6K – – –
EBA
1814
Eagle Bay Advisors
New York
$35.5K +$34.9K +169 New
MLA
1815
MB, Levis & Associates
Pennsylvania
$34.5K – – –
NECFA
1816
New England Capital Financial Advisors
Connecticut
$34.1K – – –
TBFA
1817
Three Bearings Fiduciary Advisors
New Hampshire
$33.9K +$31.8K +154 New
DAM
1818
Delta Asset Management
Tennessee
$33.7K – – –
HIW
1819
Holos Integrated Wealth
Pennsylvania
$31.2K – – –
GWM
1820
Grand Wealth Management
Michigan
$31.1K +$30.6K +148 New
HWA
1821
Heritage Wealth Advisors
Virginia
$30.7K +$30.2K +146 New
AW
1822
Avion Wealth
Texas
$30K – – –
VCM
1823
Versant Capital Management
Arizona
$29K – – –
TH
1824
TCTC Holdings
Texas
$28.6K – – –
AIA
1825
Armor Investment Advisors
North Carolina
$28.4K – – –
71 72
73
74 75