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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
626
New York State Common Retirement Fund
New York
$1.03M +$1.03M +6,500 New
FUBT
627
First United Bank & Trust
Maryland
$1.03M -$32.5K -205 -3%
PFG
628
Pacific Financial Group
Washington
$1.03M -$1.9K -12 -0.2%
MW
629
Marcum Wealth
Ohio
$1.03M +$17.4K +110 +2%
FI
630
Financial Insights
Washington
$1.03M
NFG
631
Next Financial Group
Texas
$1.01M -$383K -2,418 -27%
SWA
632
Sax Wealth Advisors
New Jersey
$1.01M +$475 +3 +0%
AAS
633
Annex Advisory Services
Wisconsin
$1.01M -$25.2K -159 -2%
AG
634
Appleton Group
Wisconsin
$1.01M +$7.92K +50 +0.8%
CBA
635
Coastal Bridge Advisors
Connecticut
$1M -$128K -811 -11%
AAM
636
Autus Asset Management
Arizona
$1M -$13.5K -85 -1%
AWM
637
Altium Wealth Management
New York
$996K
NG
638
Northstar Group
New York
$994K +$317 +2 +0%
SWM
639
Soundmark Wealth Management
Washington
$994K +$18K +114 +2%
CFO
640
CVA Family Office
Colorado
$988K +$250K +1,580 +34%
Vontobel Holding
641
Vontobel Holding
Switzerland
$987K +$102K +645 +12%
EP
642
Edgestream Partners
New Jersey
$985K +$983K +6,212 New
PCMC
643
Paragon Capital Management (Colorado)
Colorado
$978K +$2.85K +18 +0.3%
HA
644
Harborview Advisors
Maine
$977K
IUHSA
645
Itau Unibanco Holding S.A.
Brazil
$973K
HPA
646
High Probability Advisors
New York
$967K +$7.44K +47 +0.8%
CWAF
647
Core Wealth Advisors (Florida)
Florida
$960K
MWM
648
Mascoma Wealth Management
New Hampshire
$958K +$6.33K +40 +0.7%
BRWA
649
B. Riley Wealth Advisors
Florida
$957K -$189K -1,191 -16%
FWCM
650
Ferguson Wellman Capital Management
Oregon
$956K +$85.5K +540 +10%