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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1801
Key Capital Management
Tennessee
$40K +$39.2K +190 New
DCM
1802
Davis Capital Management
Florida
$39.8K – – –
VWA
1803
VSM Wealth Advisory
Maryland
$38.9K – – –
PFSC
1804
Peoples Financial Services Corp
Pennsylvania
$38.9K – – –
PWS
1805
Pursuit Wealth Strategies
North Carolina
$38.7K +$38K +184 New
SIC
1806
SJS Investment Consulting
Ohio
$38.5K – – –
VR
1807
Vision Retirement
New Jersey
$37.4K +$36.8K +178 New
CFFP
1808
Center for Financial Planning
Michigan
$37K – – –
BAM
1809
Bellevue Asset Management
Washington
$36.8K +$5.16K +25 +17%
AIM
1810
Access Investment Management
Georgia
$36.6K – – –
EBA
1811
Eagle Bay Advisors
New York
$35.5K +$34.9K +169 New
MLA
1812
MB, Levis & Associates
Pennsylvania
$34.5K – – –
NECFA
1813
New England Capital Financial Advisors
Connecticut
$34.1K – – –
TBFA
1814
Three Bearings Fiduciary Advisors
New Hampshire
$33.9K +$31.8K +154 New
DAM
1815
Delta Asset Management
Tennessee
$33.7K – – –
HIW
1816
Holos Integrated Wealth
Pennsylvania
$31.2K – – –
GWM
1817
Grand Wealth Management
Michigan
$31.1K +$30.6K +148 New
HWA
1818
Heritage Wealth Advisors
Virginia
$30.7K +$30.2K +146 New
AW
1819
Avion Wealth
Texas
$30K – – –
VCM
1820
Versant Capital Management
Arizona
$29K – – –
TH
1821
TCTC Holdings
Texas
$28.6K – – –
AIA
1822
Armor Investment Advisors
North Carolina
$28.4K – – –
PWAM
1823
Private Wealth Asset Management
Iowa
$28.4K – – –
RMP
1824
Richards, Merrill & Peterson
Washington
$28.4K – – –
IIM
1825
IFC & Insurance Marketing
California
$28K +$27.3K +132 New
71 72
73
74 75