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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
676
Sax Wealth Advisors
New Jersey
$1.01M +$230K +1,450 +28%
AF
677
Apexium Financial
Texas
$1.01M
PCMC
678
Paragon Capital Management (Colorado)
Colorado
$1.01M
NG
679
Northstar Group
New York
$1M +$41.2K +260 +4%
CBA
680
Coastal Bridge Advisors
Connecticut
$1M
CFO
681
CVA Family Office
Colorado
$988K
JIR
682
James Investment Research
Ohio
$988K -$4.76K -30 -0.5%
E
683
ETFidea
New York
$988K
CWM
684
Cornerstone Wealth Management
Missouri
$982K -$139K -878 -12%
WIM
685
Warwick Investment Management
Texas
$980K
CIA
686
Choate Investment Advisors
Massachusetts
$978K +$219K +1,381 +27%
WIA
687
World Investment Advisors
California
$973K -$30.5K -192 -3%
AG
688
Appleton Group
Wisconsin
$973K +$41.9K +264 +4%
N
689
Natixis
France
$972K +$91.5K +577 +10%
CM
690
Castleark Management
Illinois
$972K
CRC
691
Curi RMB Capital
Illinois
$970K +$16.7K +105 +2%
LGWM
692
Litman Gregory Wealth Management
California
$970K +$1.01M +6,386 New
OCM
693
Objective Capital Management
Ohio
$967K
SCI
694
Stableford Capital II
Arizona
$965K
VF
695
Vawter Financial
Ohio
$955K -$47.4K -299 -5%
CFAM
696
Coury Firm Asset Management
Pennsylvania
$952K -$173K -1,091 -15%
Wellington Management Group
697
Wellington Management Group
Massachusetts
$950K +$327K +2,059 +49%
PFG
698
Pacific Financial Group
Washington
$948K -$27.3K -172 -3%
FWM
699
Fairhaven Wealth Management
Illinois
$946K
MWM
700
Mascoma Wealth Management
New Hampshire
$944K