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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
626
Kovitz Investment Group Partners
Illinois
$449K -$278K -2,233 -33%
PP
627
PrairieView Partners
Minnesota
$449K +$13.6K +109 +2%
UR
628
USCA RIA
Texas
$444K -$2.52M -20,258 -82%
WF
629
Welch & Forbes
Massachusetts
$442K +$14.1K +113 +3%
PA
630
Procyon Advisors
Connecticut
$437K -$34.9K -280 -6%
PAM
631
Palisade Asset Management
Minnesota
$436K
FRA
632
Front Row Advisors
California
$436K +$37.4K +300 +8%
BWL
633
Bogart Wealth LLC
Virginia
$433K +$514K +4,122 +1,676%
BCWM
634
Blue Chip Wealth Management
Florida
$432K -$145K -1,162 -21%
CNC
635
Citizens & Northern Corp
Pennsylvania
$432K -$15.2K -122 -3%
YWP
636
YorkBridge Wealth Partners
New York
$431K +$5.61K +45 +1%
MC
637
Middleton & Co
Massachusetts
$430K -$9.35K -75 -2%
CBN
638
Cadence Bank NA
Texas
$428K -$4.74K -38 -0.9%
JAM
639
Jolley Asset Management
North Carolina
$426K -$33.4K -268 -6%
ZIC
640
ZWJ Investment Counsel
Georgia
$425K
OAM
641
Occidental Asset Management
California
$423K
RPWA
642
Regent Peak Wealth Advisors
Georgia
$423K
AFC
643
AFT Forsyth & Company
Florida
$421K
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$421K -$103K -824 -16%
NWP
645
Northstar Wealth Partners
Connecticut
$419K -$14.3K -115 -3%
SFP
646
Strategic Financial Partners
Oregon
$418K +$63.3K +508 +14%
Wellington Management Group
647
Wellington Management Group
Massachusetts
$417K
SIM
648
SSI Investment Management
California
$413K -$2.6M -20,829 -83%
Fisher Asset Management
649
Fisher Asset Management
Washington
$410K +$258K +2,070 +100%
CPO
650
Cerity Partners OCIO
New York
$407K