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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1876
Access Investment Management
Georgia
$43.6K – – –
CFFP
1877
Center for Financial Planning
Michigan
$42.7K -$5.36K -23 -12%
TPW
1878
TOP Private Wealth
Connecticut
$42.6K +$41K +176 New
HHGA
1879
Halbert Hargrove Global Advisors
California
$40K -$13K -56 -25%
TCM
1880
Triumph Capital Management
Colorado
$39.8K -$10K -43 -21%
MLA
1881
MB, Levis & Associates
Pennsylvania
$39.8K – – –
NECFA
1882
New England Capital Financial Advisors
Connecticut
$39.4K +$233 +1 +0.6%
DAM
1883
Delta Asset Management
Tennessee
$38.8K – – –
TBFA
1884
Three Bearings Fiduciary Advisors
New Hampshire
$37.3K – – –
HIW
1885
Holos Integrated Wealth
Pennsylvania
$36.6K -$30.3K -130 -47%
ATC
1886
Advantage Trust Company
Kansas
$36.1K +$34.7K +149 New
HWA
1887
Heritage Wealth Advisors
Virginia
$35.4K – – –
AW
1888
Avion Wealth
Texas
$34K – – –
BAM
1889
Bellevue Asset Management
Washington
$33.9K -$8.15K -35 -20%
AIA
1890
Armor Investment Advisors
North Carolina
$32.7K – – –
PWMA
1891
Pension & Wealth Management Advisors
Massachusetts
$32.7K – – –
RMP
1892
Richards, Merrill & Peterson
Washington
$32.7K – – –
MAS
1893
MPWM Advisory Solutions
Georgia
$32K – – –
BIA
1894
Bell Investment Advisors
California
$31.3K – – –
SIS
1895
Strategic Investment Solutions
Illinois
$31K – – –
MSFP
1896
Mark Sheptoff Financial Planning
Connecticut
$30.5K – – –
CMBA
1897
C.M. Bidwell & Associates
Hawaii
$30.1K – – –
SR
1898
Syntax Research
Florida
$29.6K – – –
RFA
1899
Reyes Financial Architecture
California
$29.3K – – –
TLCM
1900
Twin Lakes Capital Management
California
$28.9K – – –
74 75
76
77 78