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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
476
Kingsview Wealth Management
Oregon
$1M +$15.2K +138 +2%
CAM
477
Carret Asset Management
New York
$987K +$2.86K +26 +0.3%
Nomura Asset Management
478
Nomura Asset Management
Japan
$980K +$957K +8,700 New
JWA
479
JFS Wealth Advisors
Pennsylvania
$979K -$32.9K -299 -3%
NFG
480
Next Financial Group
Texas
$979K +$113K +1,024 +13%
KCM
481
Kanawha Capital Management
Virginia
$972K +$194K +1,760 +26%
PTC
482
Private Trust Company
Ohio
$967K -$171K -1,559 -15%
PPP
483
Private Portfolio Partners
New Jersey
$967K -$62.7K -570 -6%
TNB
484
Thomasville National Bank
Georgia
$955K -$20.3K -185 -2%
FUBT
485
First United Bank & Trust
Maryland
$950K -$89.3K -812 -9%
AWS
486
AJ Wealth Strategies
New York
$945K +$147K +1,333 +19%
FFA
487
Fragasso Financial Advisors
Pennsylvania
$943K -$29.1K -265 -3%
CGL
488
Clarius Group LLC
Washington
$937K -$2.41M -21,869 -72%
FAIM
489
Financial Advocates Investment Management
Washington
$934K +$527K +4,790 +160%
PFS
490
Prospera Financial Services
Texas
$932K +$95.4K +867 +12%
HNB
491
Huntington National Bank
Ohio
$925K
CWP
492
CFM Wealth Partners
Texas
$924K
Victory Capital Management
493
Victory Capital Management
Texas
$922K
SC
494
SouthState Corp
Florida
$912K -$131K -1,192 -13%
NCM
495
Next Capital Management
New York
$906K +$885K +8,048 New
TP
496
Tranquility Partners
Tennessee
$901K -$358K -3,252 -29%
CPA
497
Clear Perspective Advisors
Illinois
$901K +$880K +7,998 New
AAS
498
Annex Advisory Services
Wisconsin
$898K +$15.3K +139 +2%
OCG
499
Opus Capital Group
Ohio
$897K -$103K -940 -11%
DWM
500
Doyle Wealth Management
Florida
$894K -$179K -1,628 -17%