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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OCWP
1801
Owl Creek Wealth Partners
Colorado
$46.3K +$47.5K +217 New
VWA
1802
VSM Wealth Advisory
Maryland
$45.5K +$6.13K +28 +15%
TCM
1803
Triumph Capital Management
Colorado
$44.2K -$7.88K -36 -15%
PWMG
1804
Prestige Wealth Management Group
New Jersey
$42.9K – – –
AWM
1805
Aberdeen Wealth Management
Illinois
$42.7K – – –
CFFP
1806
Center for Financial Planning
Michigan
$42.5K +$5.04K +23 +13%
PIP
1807
Peachtree Investment Partners
Florida
$41K +$219 +1 +0.5%
DCM
1808
Davis Capital Management
Florida
$40.4K – – –
RWM
1809
RMG Wealth Management
Wisconsin
$39.9K +$37.2K +170 New
SIC
1810
SJS Investment Consulting
Ohio
$39.1K – – –
AIM
1811
Access Investment Management
Georgia
$38.5K – – –
BAM
1812
Bellevue Asset Management
Washington
$37.4K – – –
MLA
1813
MB, Levis & Associates
Pennsylvania
$35K – – –
NECFA
1814
New England Capital Financial Advisors
Connecticut
$34.6K – – –
DAM
1815
Delta Asset Management
Tennessee
$34.2K – – –
TBFA
1816
Three Bearings Fiduciary Advisors
New Hampshire
$32.9K – – –
GWM
1817
Grand Wealth Management
Michigan
$31.6K – – –
HWA
1818
Heritage Wealth Advisors
Virginia
$31.2K – – –
AW
1819
Avion Wealth
Texas
$30K – – –
MWC
1820
MBM Wealth Consultants
Missouri
$29.4K +$30.2K +138 New
MSFP
1821
Mark Sheptoff Financial Planning
Connecticut
$29.2K – – –
AIA
1822
Armor Investment Advisors
North Carolina
$28.8K – – –
RMP
1823
Richards, Merrill & Peterson
Washington
$28.8K – – –
PWMA
1824
Pension & Wealth Management Advisors
Massachusetts
$28.8K +$29.6K +135 New
MAS
1825
MPWM Advisory Solutions
Georgia
$28.2K +$2.85K +13 +11%
71 72
73
74 75