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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1876
Topsail Wealth Management
North Carolina
$48.5K -$34.7K -149 -43%
AWM
1877
Aberdeen Wealth Management
Illinois
$48.5K – – –
PIP
1878
Peachtree Investment Partners
Florida
$46.5K – – –
DCM
1879
Davis Capital Management
Florida
$45.8K – – –
PFSC
1880
Peoples Financial Services Corp
Pennsylvania
$44.8K -$109K -467 -72%
SIC
1881
SJS Investment Consulting
Ohio
$44.4K – – –
RWM
1882
RMG Wealth Management
Wisconsin
$43.8K – – –
AIM
1883
Access Investment Management
Georgia
$43.6K – – –
CFFP
1884
Center for Financial Planning
Michigan
$42.7K -$5.36K -23 -12%
TPW
1885
TOP Private Wealth
Connecticut
$42.6K +$41K +176 New
HHGA
1886
Halbert Hargrove Global Advisors
California
$40K -$13K -56 -25%
TCM
1887
Triumph Capital Management
Colorado
$39.8K -$10K -43 -21%
MLA
1888
MB, Levis & Associates
Pennsylvania
$39.8K – – –
NECFA
1889
New England Capital Financial Advisors
Connecticut
$39.4K +$233 +1 +0.6%
DAM
1890
Delta Asset Management
Tennessee
$38.8K – – –
TBFA
1891
Three Bearings Fiduciary Advisors
New Hampshire
$37.3K – – –
HIW
1892
Holos Integrated Wealth
Pennsylvania
$36.6K -$30.3K -130 -47%
ATC
1893
Advantage Trust Company
Kansas
$36.1K +$34.7K +149 New
HWA
1894
Heritage Wealth Advisors
Virginia
$35.4K – – –
AW
1895
Avion Wealth
Texas
$34K – – –
BAM
1896
Bellevue Asset Management
Washington
$33.9K -$8.15K -35 -20%
AIA
1897
Armor Investment Advisors
North Carolina
$32.7K – – –
PWMA
1898
Pension & Wealth Management Advisors
Massachusetts
$32.7K – – –
RMP
1899
Richards, Merrill & Peterson
Washington
$32.7K – – –
MAS
1900
MPWM Advisory Solutions
Georgia
$32K – – –
74 75
76
77 78