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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
651
Bensler
Washington
$1,000K
TFO
652
Tarbox Family Office
California
$995K
CPA
653
Cardiff Park Advisors
California
$995K +$1.05K +7 +0.1%
SHJ
654
Sharkey, Howes & Javer
Colorado
$988K
CWM
655
Congress Wealth Management
Massachusetts
$984K
ES
656
Eagle Strategies
New York
$977K -$148K -988 -12%
FFA
657
Fragasso Financial Advisors
Pennsylvania
$975K +$2.85K +19 +0.3%
ADL
658
Asset Dedication LLC
California
$972K +$1.07M +7,132 New
MHS
659
M Holdings Securities
Oregon
$965K -$12.6K -84 -1%
ERWM
660
Elk River Wealth Management
Colorado
$963K +$774K +5,150 +267%
EPA
661
Element Pointe Advisors
Florida
$962K -$307K -2,041 -22%
WIC
662
Whitegate Investment Counselors
New Hampshire
$961K
OCM
663
Objective Capital Management
Ohio
$958K +$150 +1 +0%
AWA
664
Amplius Wealth Advisors
Pennsylvania
$957K
PPP
665
Private Portfolio Partners
New Jersey
$950K -$70.8K -471 -6%
BOH
666
Bank of Hawaii
Hawaii
$950K -$80.8K -538 -7%
STA
667
Summit Trail Advisors
New York
$949K -$3.01M -19,998 -74%
CIA
668
Capital Investment Advisors
Georgia
$946K -$2.25K -15 -0.2%
RCM
669
RNC Capital Management
California
$938K +$184K +1,225 +22%
NHC
670
Nicholas Hoffman & Company
Georgia
$933K
SIC
671
Sigma Investment Counselors
Michigan
$930K
SS
672
Simplicity Solutions
Minnesota
$930K
CAM
673
Campion Asset Management
Virginia
$929K +$66.9K +445 +7%
DWM
674
Dakota Wealth Management
Florida
$922K -$357K -2,377 -26%
New York State Common Retirement Fund
675
New York State Common Retirement Fund
New York
$920K