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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
326
Chevy Chase Trust
Maryland
$572K -$12.4K -118 -2%
PGFC
327
Peapack-Gladstone Financial Corp
New Jersey
$568K +$46.1K +440 +9%
BIC
328
Bridges Investment Counsel
Nebraska
$562K
BP
329
BBR Partners
New York
$560K
RIA
330
Regal Investment Advisors
Michigan
$559K -$26K -248 -4%
PFA
331
Paradigm Financial Advisors
Missouri
$559K
EFSCE
332
Enterprise Financial Services Corp (EFSC)
Missouri
$544K
CGH
333
Cleary Gull Holdings
Wisconsin
$544K +$554K +5,283 New
SHWM
334
Smith & Howard Wealth Management
Georgia
$538K
GWA
335
Genesis Wealth Advisors
Massachusetts
$522K -$130K -1,244 -20%
IB
336
Intrust Bank
Kansas
$518K
TI
337
Truepoint Inc
Ohio
$502K +$148K +1,415 +41%
Allianz Asset Management
338
Allianz Asset Management
Germany
$499K +$128K +1,216 +34%
HCM
339
Harvest Capital Management
New Hampshire
$477K
GWM
340
Greenwich Wealth Management
Connecticut
$469K
WP
341
WMS Partners
Maryland
$462K +$23.2K +221 +5%
PMFA
342
Plante Moran Financial Advisors
Michigan
$455K
CTC
343
Central Trust Company
Missouri
$440K +$11K +105 +3%
FNBT
344
FineMark National Bank & Trust
Florida
$439K -$50.7K -483 -10%
SPC
345
Sigma Planning Corp
Michigan
$436K +$36K +343 +9%
GWM
346
Gupta Wealth Management
California
$426K -$52.2K -498 -11%
EWM
347
Evermay Wealth Management
Virginia
$426K +$19.1K +182 +5%
ACA
348
Anchor Capital Advisors
Massachusetts
$425K -$55.1K -525 -11%
BWFM
349
Bridgewater Wealth & Financial Management
Maryland
$425K +$1.15K +11 +0.3%
GG
350
Gofen & Glossberg
Illinois
$423K