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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACI
651
Alpha Cubed Investments
California
$258K +$5.71K +47 +2%
GAM
652
Gemmer Asset Management
California
$257K -$4.5K -37 -2%
SGAM
653
Steinberg Global Asset Management
Florida
$257K
MSAM
654
Moloney Securities Asset Management
Missouri
$256K
KP
655
Keel Point
Alabama
$252K +$253K +2,080 New
HWA
656
HCR Wealth Advisors
California
$251K
FAT
657
First American Trust
California
$250K -$65.4K -538 -21%
COI
658
Connable Office Inc
Michigan
$249K -$2.15M -17,712 -90%
WP
659
WealthSource Partners
California
$248K -$41.3K -340 -14%
TFF
660
The Family Firm
Maryland
$247K
Fisher Asset Management
661
Fisher Asset Management
Washington
$246K +$27.7K +228 +13%
AIP
662
Ameritas Investment Partners
Nebraska
$246K +$117K +960 +90%
RT
663
Rockland Trust
Massachusetts
$243K
ZCA
664
Zeke Capital Advisors
Pennsylvania
$243K
NGA
665
Naples Global Advisors
Florida
$242K
PWW
666
Pettyjohn Wood & White
Virginia
$240K
GFP
667
Gryphon Financial Partners
Ohio
$238K +$17.6K +145 +8%
SFP
668
Shepherd Financial Partners
Massachusetts
$237K
DBT
669
Dubuque Bank & Trust
Iowa
$236K -$144K -1,187 -38%
PFO
670
Pathstone Family Office
New Jersey
$235K +$109K +900 +103%
LWAC
671
Laurel Wealth Advisors (California)
California
$234K
SG
672
StoneX Group
New York
$234K
CIAS
673
Capital Investment Advisory Services
North Carolina
$233K -$3.65K -30 -2%
BA
674
Bristlecone Advisors
Washington
$231K -$57.8K -475 -20%
CIM
675
Confluence Investment Management
Missouri
$230K +$231K +1,897 New