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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$700K +$136K +1,189 +24%
Cerity Partners
427
Cerity Partners
New York
$685K +$684K +5,964 New
CWM
428
Confluence Wealth Management
Oregon
$683K -$12.2K -106 -2%
CIA
429
Choate Investment Advisors
Massachusetts
$683K
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$679K +$94.5K +824 +16%
RW
431
REDW Wealth
New Mexico
$678K -$38.5K -336 -5%
BFPW
432
BOK Financial Private Wealth
Colorado
$664K +$106K +928 +19%
LA
433
Lau Associates
Delaware
$659K
CAAS
434
Capital Asset Advisory Services
Michigan
$652K -$41.7K -364 -6%
HHGA
435
Halbert Hargrove Global Advisors
California
$652K +$651K +5,676 New
GT
436
Glenview Trust
Kentucky
$642K +$149K +1,303 +30%
DWM
437
Dakota Wealth Management
Florida
$634K -$26.7K -233 -4%
JFA
438
Johanson Financial Advisors
California
$621K +$620K +5,405 New
B
439
Brightworth
Georgia
$619K -$5.62K -49 -0.9%
WS
440
Wedbush Securities
California
$619K +$13.4K +117 +2%
GC
441
Guggenheim Capital
Illinois
$614K +$612K +5,340 New
RCAMU
442
Rothschild & Co Asset Management US
Connecticut
$613K -$5.24M -45,658 -90%
DWM
443
Doyle Wealth Management
Florida
$612K +$610K +5,322 New
3AM
444
3D Asset Management
Connecticut
$610K -$322K -2,804 -35%
PFA
445
Paradigm Financial Advisors
Missouri
$587K
CIM
446
Confluence Investment Management
Missouri
$568K +$127K +1,104 +29%
BMCM
447
Bryn Mawr Capital Management
Pennsylvania
$558K -$38K -331 -6%
CCT
448
Capital City Trust
Florida
$555K
CCM
449
Coldstream Capital Management
Washington
$550K +$29.7K +259 +6%
WI
450
Wintrust Investments
Illinois
$549K +$45.9K +400 +9%