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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1926
Gen-Wealth Partners
Michigan
$21.1K – – –
CFP
1927
Comprehensive Financial Planning
Pennsylvania
$20.6K – – –
RCM
1928
Richardson Capital Management
Wisconsin
$19.4K -$33.3K -143 -64%
SGK
1929
Steigerwald Gordon & Koch
Virginia
$17.5K – – –
EA
1930
Evolution Advisers
Virginia
$17K – – –
MWPCG
1931
Measured Wealth Private Client Group
New Hampshire
$16.7K -$1.86K -8 -10%
DWA
1932
Delos Wealth Advisors
Texas
$16K – – –
OSNBOA
1933
Old Second National Bank of Aurora
Illinois
$15.3K -$8.62K -37 -37%
HWM
1934
HighMark Wealth Management
Minnesota
$15.1K – – –
CSPIA
1935
Cary Street Partners Investment Advisory
Virginia
$14.8K +$14.2K +61 New
MIA
1936
Milestone Investment Advisors
Wisconsin
$14.5K – – –
OAJ
1937
Ogorek Anthony Joseph
New York
$14K – – –
BWM
1938
Benson Wealth Management
Tennessee
$13.6K – – –
DF
1939
Downshift Financial
Colorado
$13.3K +$12.8K +55 New
RIA
1940
Realta Investment Advisors
Delaware
$13.2K -$233 -1 -2%
NRG
1941
Nemes Rush Group
Michigan
$12.4K – – –
IFS
1942
Intelligent Financial Strategies
Minnesota
$12.1K – – –
VWA
1943
Valued Wealth Advisors
Utah
$12.1K – – –
HNW
1944
High Note Wealth
Minnesota
$11.4K – – –
BWM
1945
Bullock Wealth Management
Indiana
$11.3K – – –
PWA
1946
Physician Wealth Advisors
Utah
$11.2K – – –
BW
1947
Bravera Wealth
North Dakota
$10.9K – – –
MWM
1948
Mosley Wealth Management
California
$10.4K +$10K +43 New
RFG
1949
REAP Financial Group
Texas
$9.97K +$9.55K +41 New
BF
1950
Brooklyn FI
New York
$9.9K +$9.32K +40 New
76 77
78
79 80