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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1801
Financial Perspectives
Minnesota
$47.6K +$219 +1 +0.5%
DF
1802
Dunhill Financial
United Kingdom
$47.6K -$219 -1 -0.4%
HHGA
1803
Halbert Hargrove Global Advisors
California
$47.2K -$16.4K -75 -25%
VNA
1804
Valley National Advisers
Pennsylvania
$47K – – –
OCWP
1805
Owl Creek Wealth Partners
Colorado
$46.3K +$47.5K +217 New
VWA
1806
VSM Wealth Advisory
Maryland
$45.5K +$6.13K +28 +15%
TCM
1807
Triumph Capital Management
Colorado
$44.2K -$7.88K -36 -15%
PWMG
1808
Prestige Wealth Management Group
New Jersey
$42.9K – – –
AWM
1809
Aberdeen Wealth Management
Illinois
$42.7K – – –
CFFP
1810
Center for Financial Planning
Michigan
$42.5K +$5.04K +23 +13%
PIP
1811
Peachtree Investment Partners
Florida
$41K +$219 +1 +0.5%
DCM
1812
Davis Capital Management
Florida
$40.4K – – –
RWM
1813
RMG Wealth Management
Wisconsin
$39.9K +$37.2K +170 New
SIC
1814
SJS Investment Consulting
Ohio
$39.1K – – –
AIM
1815
Access Investment Management
Georgia
$38.5K – – –
BAM
1816
Bellevue Asset Management
Washington
$37.4K – – –
MLA
1817
MB, Levis & Associates
Pennsylvania
$35K – – –
NECFA
1818
New England Capital Financial Advisors
Connecticut
$34.6K – – –
DAM
1819
Delta Asset Management
Tennessee
$34.2K – – –
TBFA
1820
Three Bearings Fiduciary Advisors
New Hampshire
$32.9K – – –
GWM
1821
Grand Wealth Management
Michigan
$31.6K – – –
HWA
1822
Heritage Wealth Advisors
Virginia
$31.2K – – –
AW
1823
Avion Wealth
Texas
$30K – – –
MWC
1824
MBM Wealth Consultants
Missouri
$29.4K +$30.2K +138 New
MSFP
1825
Mark Sheptoff Financial Planning
Connecticut
$29.2K – – –
71 72
73
74 75