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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
476
WealthSource Partners
California
$225K +$213K +2,278 New
BA
477
Bristlecone Advisors
Washington
$224K -$505K -5,390 -70%
CCM
478
Condor Capital Management
New Jersey
$224K
Neuberger Berman Group
479
Neuberger Berman Group
New York
$221K -$628K -6,700 -75%
CIA
480
Capital Investment Advisors
Georgia
$221K -$10.7K -114 -5%
PA
481
Pinnacle Associates
New York
$220K -$96.8K -1,033 -32%
KL
482
KWMG LLC
Kansas
$220K
RT
483
Rockland Trust
Massachusetts
$212K
FCCM
484
First City Capital Management
Georgia
$210K
DY
485
Dowling & Yahnke
California
$209K -$46.4K -495 -19%
FBA
486
Front Barnett Associates
Illinois
$209K
BOTW
487
Bank of the West
California
$208K -$28.1K -300 -12%
RPGK
488
Retirement Planning Group (Kansas)
Kansas
$206K -$20.8K -222 -10%
NIA
489
Northstar Investment Advisors
Colorado
$205K +$194K +2,076 New
ASN
490
Advisory Services Network
Georgia
$202K -$39.3K -420 -17%
BEAM
491
Baker Ellis Asset Management
Washington
$202K
BRF
492
B. Riley Financial
California
$200K +$190K +2,026 New
PA
493
Planning Alternatives
Michigan
$200K +$190K +2,028 New
JWA
494
JFS Wealth Advisors
Pennsylvania
$192K +$5.25K +56 +3%
RFA
495
Reilly Financial Advisors
California
$189K -$4.68K -50 -3%
CLOS
496
Compagnie Lombard Odier SCmA
Switzerland
$167K
GWM
497
Geneos Wealth Management
Colorado
$155K +$147K +1,567 New
HFA
498
High Falls Advisors
New York
$151K
SBL
499
Sargent Bickham Lagudis
Colorado
$151K +$143K +1,524 New
RFWA
500
RPg Family Wealth Advisory
Massachusetts
$145K +$138K +1,471 New