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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
326
Regal Investment Advisors
Michigan
$585K +$51.8K +500 +10%
Chevy Chase Trust
327
Chevy Chase Trust
Maryland
$584K -$118K -1,136 -17%
BIC
328
Bridges Investment Counsel
Nebraska
$562K
BP
329
BBR Partners
New York
$559K +$562K +5,425 New
PFA
330
Paradigm Financial Advisors
Missouri
$558K
EFSCE
331
Enterprise Financial Services Corp (EFSC)
Missouri
$543K
SHWM
332
Smith & Howard Wealth Management
Georgia
$538K
Bank of Nova Scotia
333
Bank of Nova Scotia
Ontario, Canada
$529K -$9.29M -89,610 -95%
PGFC
334
Peapack-Gladstone Financial Corp
New Jersey
$522K +$261K +2,517 +99%
IB
335
Intrust Bank
Kansas
$518K
BPBT
336
Boston Private Bank & Trust
Massachusetts
$509K -$42.4K -409 -8%
RCA
337
Rex Capital Advisors
Rhode Island
$499K +$4.66K +45 +0.9%
PSI
338
Pinnacle Summer Investments
Virginia
$498K
PTC
339
Private Trust Company
Ohio
$497K -$104K -999 -17%
CG
340
Cleary Gull
Wisconsin
$490K +$493K +4,755 New
FNBT
341
FineMark National Bank & Trust
Florida
$488K +$94.2K +909 +24%
HNB
342
Huntington National Bank
Ohio
$487K +$490K +4,726 New
ACA
343
Anchor Capital Advisors
Massachusetts
$479K -$159K -1,530 -25%
HCM
344
Horrell Capital Management
Arkansas
$477K +$1.04K +10 +0.2%
GWM
345
Gupta Wealth Management
California
$477K +$480K +4,631 New
HCM
346
Harvest Capital Management
New Hampshire
$476K
GWM
347
Greenwich Wealth Management
Connecticut
$468K
PMFA
348
Plante Moran Financial Advisors
Michigan
$455K
HIMC
349
Heritage Investors Management Corp
Maryland
$450K +$452K +4,363 New
PI
350
PineBridge Investments
New York
$448K -$37K -357 -8%