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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
326
Brown Brothers Harriman & Co
New York
$593K -$310K -3,121 -33%
Federated Hermes
327
Federated Hermes
Pennsylvania
$578K +$615K +6,200 New
PGFC
328
Peapack-Gladstone Financial Corp
New Jersey
$575K +$65.5K +660 +12%
SSB
329
Sandy Spring Bank
Maryland
$567K -$74.9K -755 -11%
WS
330
Wedbush Securities
California
$555K -$34.2K -345 -5%
CIA
331
Choate Investment Advisors
Massachusetts
$554K +$590K +5,940 New
PFA
332
Paradigm Financial Advisors
Missouri
$541K +$38.2K +385 +7%
NEPPG
333
New England Professional Planning Group
Rhode Island
$532K -$466K -4,699 -47%
HNB
334
Huntington National Bank
Ohio
$518K
Chevy Chase Trust
335
Chevy Chase Trust
Maryland
$517K
CC
336
Cassaday & Co
Virginia
$509K +$292K +2,938 +117%
MJP
337
Michael J. Puzo
$507K -$86.4K -870 -14%
BP
338
BBR Partners
New York
$506K
EFSCE
339
Enterprise Financial Services Corp (EFSC)
Missouri
$492K
MWM
340
Modera Wealth Management
New Jersey
$487K +$169K +1,702 +48%
FWIA
341
Fort Washington Investment Advisors
Ohio
$483K -$79.4K -800 -13%
HCM
342
Harvest Capital Management
New Hampshire
$477K
SHWM
343
Smith & Howard Wealth Management
Georgia
$468K -$20.3K -205 -4%
IB
344
Intrust Bank
Kansas
$468K
ACA
345
Anchor Capital Advisors
Massachusetts
$458K +$77.4K +780 +19%
PSI
346
Pinnacle Summer Investments
Virginia
$451K +$321K +3,231 +201%
CCT
347
Capital City Trust
Florida
$434K -$99.3K -1,000 -18%
RCM
348
Rivernorth Capital Management
Florida
$427K -$447K -4,500 -50%
APSP
349
Asset Planning Services (Pennsylvania)
Pennsylvania
$427K +$124K +1,247 +37%
ONB
350
Old National Bancorp
Indiana
$421K +$242K +2,442 +118%