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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
676
Personal Capital Advisors
California
$609K -$11.2K -87 -2%
CPO
677
Cerity Partners OCIO
New York
$608K +$18.3K +143 +3%
BWA
678
Bordeaux Wealth Advisors
California
$608K +$571K +4,450 New
HCIA
679
Hochman Cole Investment Advisors
Illinois
$607K -$9.36K -73 -2%
MAM
680
MMA Asset Management
Pennsylvania
$607K +$570K +4,442 New
Chevy Chase Trust
681
Chevy Chase Trust
Maryland
$606K +$195K +1,517 +52%
PAM
682
Palisade Asset Management
Minnesota
$601K
DWMG
683
DB Wealth Management Group
California
$598K +$561K +4,371 New
BFPW
684
BOK Financial Private Wealth
Colorado
$592K +$24.4K +190 +5%
WC
685
Whitney & Co
New York
$592K +$47.5K +370 +10%
DBT
686
Dubuque Bank & Trust
Iowa
$592K +$555K +4,330 New
Vontobel Holding
687
Vontobel Holding
Switzerland
$587K +$550K +4,290 New
PP
688
PrairieView Partners
Minnesota
$585K +$385 +3 +0.1%
FPCG
689
Fort Pitt Capital Group
Pennsylvania
$585K +$24.2K +189 +5%
GGS
690
Galvin Gaustad & Stein
Arizona
$584K +$548K +4,269 New
OAM
691
Occidental Asset Management
California
$583K
FFA
692
Freedman Financial Associates
Massachusetts
$582K +$546K +4,254 New
EWP
693
Engrave Wealth Partners
Texas
$576K -$122K -951 -19%
FAIM
694
Financial Advocates Investment Management
Washington
$576K -$98.3K -766 -15%
Wellington Management Group
695
Wellington Management Group
Massachusetts
$574K
EPA
696
Element Pointe Advisors
Florida
$573K +$199K +1,549 +59%
PWMAG
697
Pinnacle Wealth Management Advisory Group
New Jersey
$571K +$83.4K +650 +18%
PFA
698
Pure Financial Advisors
California
$568K -$22.2K -173 -4%
IA
699
IFP Advisors
Florida
$567K -$53.9K -420 -9%
PGWM
700
Parisi Gray Wealth Management
New Jersey
$564K +$29.9K +233 +6%