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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QAM
651
QCI Asset Management
New York
$33K -$1.62K -15 -5%
AWM
652
Avior Wealth Management
Nebraska
$29K – – –
DIA
653
Davidson Investment Advisors
Montana
$29K – – –
MSFP
654
Mark Sheptoff Financial Planning
Connecticut
$29K +$28.2K +261 New
AF
655
Allworth Financial
California
$28K – – –
SNT
656
Security National Trust
West Virginia
$28K – – –
IP
657
Intellectus Partners
California
$24K +$23.1K +214 New
NC
658
Northpointe Capital
Michigan
$23K -$432K -4,000 -95%
TCOV
659
Trust Company of Vermont
Vermont
$23K – – –
CWM
660
Catamount Wealth Management
Connecticut
$22K – – –
OSNBOA
661
Old Second National Bank of Aurora
Illinois
$22K – – –
LCM
662
Liberty Capital Management
Michigan
$21K – – –
PCTC
663
Perkins Coie Trust Company
Washington
$20K – – –
CHP
664
Cable Hill Partners
Oregon
$20K +$19.6K +181 New
CIM
665
Contravisory Investment Management
Massachusetts
$19K +$4.32K +40 +31%
IDBONY
666
Israel Discount Bank of New York
New York
$19K +$17.9K +166 New
PK
667
Pflug Koory
Nebraska
$19K +$18.3K +169 New
BTIS
668
BB&T Investment Services
North Carolina
$19K +$18.9K +175 New
DAM
669
Delta Asset Management
Tennessee
$18K – – –
TC
670
Trust Company
Kansas
$15K – – –
GBT
671
Grove Bank & Trust
Florida
$14K – – –
HI
672
Hudock Inc
Pennsylvania
$14K – – –
LIA
673
LS Investment Advisors
Michigan
$14K – – –
MWM
674
Mascoma Wealth Management
New Hampshire
$14K +$13.5K +125 New
LWM
675
Lenox Wealth Management
Ohio
$13K +$7.89K +73 +183%