We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
626
Palisade Asset Management
Minnesota
$495K – – –
AL
627
AJO LP
Pennsylvania
$493K +$482K +4,380 New
TFS
628
TrustCore Financial Services
Tennessee
$488K -$30.5K -277 -6%
CBN
629
Cadence Bank NA
Texas
$486K – – –
RPWA
630
Regent Peak Wealth Advisors
Georgia
$481K – – –
OAM
631
Occidental Asset Management
California
$480K – – –
CBFP
632
Cedar Brook Financial Partners
Ohio
$475K +$27.5K +250 +6%
PFA
633
Pure Financial Advisors
California
$475K +$30.9K +281 +7%
CWM
634
Cornerstone Wealth Management
Missouri
$474K +$42.9K +390 +10%
PCS
635
Personal CFO Solutions
New Jersey
$473K -$1.83M -16,643 -80%
SFP
636
Strategic Financial Partners
Oregon
$473K -$2.09K -19 -0.5%
Wellington Management Group
637
Wellington Management Group
Massachusetts
$473K – – –
FWM
638
Fairhaven Wealth Management
Illinois
$469K +$458K +4,165 New
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$465K -$13K -118 -3%
BWL
640
Bogart Wealth LLC
Virginia
$464K -$27.1K -246 -6%
BCWM
641
Blue Chip Wealth Management
Florida
$462K -$27.6K -251 -6%
HR
642
Hayden Royal
North Carolina
$461K +$28.8K +262 +7%
TWM
643
Titus Wealth Management
California
$458K +$22.7K +206 +5%
CSPIA
644
Cary Street Partners Investment Advisory
Virginia
$456K -$236K -2,150 -35%
FRA
645
Front Row Advisors
California
$456K +$11K +100 +3%
CIP
646
Capital Insight Partners
Arizona
$455K – – –
GPA
647
Guidance Point Advisors
Massachusetts
$455K +$42.7K +388 +11%
PP
648
PrairieView Partners
Minnesota
$453K -$55.5K -505 -11%
VWM
649
Valley Wealth Managers
New Jersey
$450K – – –
BCM
650
Buckhead Capital Management
Georgia
$450K +$440K +4,000 New