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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NOI
226
Newton One Investments
Delaware
$8.81M -$4.32K -28 -0%
DI
227
Disciplined Investments
Oklahoma
$8.79M +$65.9K +427 +0.7%
LW
228
Linscomb Wealth
Texas
$8.72M -$236K -1,527 -3%
HCM
229
HMS Capital Management
Tennessee
$8.6M -$854K -5,527 -9%
KAH
230
Kathryn A. Hall
$8.56M +$5.04M +32,610 +138%
VFA
231
Valeo Financial Advisors
Indiana
$8.56M +$171K +1,108 +2%
SCG
232
Sonata Capital Group
Washington
$8.48M -$248K -1,608 -3%
MFG
233
Magnus Financial Group
New York
$8.45M -$292K -1,888 -3%
ECG
234
Edge Capital Group
Georgia
$8.39M -$4.18M -27,053 -33%
BF
235
BOK Financial
Oklahoma
$8.3M -$2.78M -18,021 -25%
BPA
236
Beacon Pointe Advisors
California
$8.26M -$1.13M -7,293 -12%
SC
237
Savant Capital
Illinois
$8.22M +$5.95M +38,507 +248%
SWM
238
Segment Wealth Management
Texas
$8.2M -$71K -460 -0.8%
CG
239
Colony Group
Massachusetts
$8.14M +$143K +926 +2%
GC
240
Guggenheim Capital
Illinois
$8.08M -$661K -4,280 -7%
WB
241
Webster Bank
Connecticut
$8.06M -$589K -3,816 -7%
CPIG
242
Chicago Partners Investment Group
Illinois
$8M -$170K -1,102 -2%
HSA
243
HBK Sorce Advisory
Pennsylvania
$7.94M -$8.28M -53,609 -51%
RhumbLine Advisers
244
RhumbLine Advisers
Massachusetts
$7.91M -$1.17M -7,565 -13%
TAS
245
TIFF Advisory Services
Pennsylvania
$7.9M +$3M +19,424 +60%
PP
246
Pegasus Partners
Wisconsin
$7.87M +$31K +201 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
247
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.86M +$2.8M +18,100 +54%
AAS
248
Avantax Advisory Services
Texas
$7.78M -$2.57M -16,624 -25%
JFGIW
249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.75M -$3.03M -19,618 -28%
WC
250
Waterloo Capital
Texas
$7.72M +$7.83M +50,708 New