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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
1851
Bear Mountain Capital
Washington
$63.1K – – –
HHCP
1852
Hilton Head Capital Partners
South Carolina
$63K -$13K -56 -18%
CJ
1853
Caitlin John
Michigan
$63K – – –
LF
1854
LifeSteps Financial
California
$62.1K +$59.6K +256 New
APFP
1855
Action Point Financial Planning
Michigan
$61.3K +$58.9K +253 New
SIM
1856
Synergy Investment Management
Florida
$59.8K +$233 +1 +0.4%
SL
1857
Salomon & Ludwin
Virginia
$59.5K -$5.82K -25 -9%
T
1858
Tidemark
California
$59.2K – – –
RFS
1859
Richardson Financial Services
Massachusetts
$58.9K – – –
FGC
1860
Financial Gravity Companies
Texas
$58.7K +$56.4K +242 New
GTAM
1861
Global Trust Asset Management
Florida
$57.2K – – –
QWM
1862
Quaker Wealth Management
New Jersey
$56.4K +$233 +1 +0.4%
VNA
1863
Valley National Advisers
Pennsylvania
$54.3K – – –
FP
1864
Financial Perspectives
Minnesota
$54.2K +$233 +1 +0.4%
OCWP
1865
Owl Creek Wealth Partners
Colorado
$52.7K – – –
VWA
1866
VSM Wealth Advisory
Maryland
$51.6K – – –
SEP
1867
Signature Equity Partners
Ohio
$50.2K -$43.6K -187 -47%
PWMG
1868
Prestige Wealth Management Group
New Jersey
$48.7K – – –
TWM
1869
Topsail Wealth Management
North Carolina
$48.5K -$34.7K -149 -43%
AWM
1870
Aberdeen Wealth Management
Illinois
$48.5K – – –
PIP
1871
Peachtree Investment Partners
Florida
$46.5K – – –
DCM
1872
Davis Capital Management
Florida
$45.8K – – –
PFSC
1873
Peoples Financial Services Corp
Pennsylvania
$44.8K -$109K -467 -72%
SIC
1874
SJS Investment Consulting
Ohio
$44.4K – – –
RWM
1875
RMG Wealth Management
Wisconsin
$43.8K – – –
73 74
75
76 77