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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
701
Bogart Wealth LLC
Virginia
$563K
PFT
702
Providence First Trust
Arizona
$561K -$38.5K -300 -7%
GPA
703
Guidance Point Advisors
Massachusetts
$555K +$1.67K +13 +0.3%
RWA
704
Ropes Wealth Advisors
Massachusetts
$553K -$103K -806 -17%
CIP
705
Capital Insight Partners
Arizona
$552K
PCM
706
Pointe Capital Management
Michigan
$551K +$43.9K +342 +9%
TI
707
Truepoint Inc
Ohio
$551K +$517K +4,031 New
TCBWMS
708
Texas Capital Bank Wealth Management Services
Texas
$548K
KCA
709
Karn Couzens & Associates
Connecticut
$546K +$512K +3,993 New
FRA
710
Front Row Advisors
California
$544K
NEIRG
711
New England Investment & Retirement Group
Massachusetts
$544K +$510K +3,975 New
EWM
712
Evermay Wealth Management
Virginia
$543K
CNC
713
Citizens & Northern Corp
Pennsylvania
$537K
NCM
714
Narwhal Capital Management
Georgia
$536K +$503K +3,920 New
Charles Schwab
715
Charles Schwab
California
$534K +$500K +3,900 New
MA
716
MONECO Advisors
Connecticut
$531K +$85.8K +669 +22%
JF
717
JSF Financial
California
$530K -$31.3K -244 -6%
WF
718
WoodTrust Financial
Wisconsin
$530K
BA
719
Ballew Advisors
Mississippi
$529K +$85.4K +666 +22%
BCM
720
Buckhead Capital Management
Georgia
$526K -$19.2K -150 -4%
LBC
721
Lowe Brockenbrough & Co
Virginia
$525K
CWM
722
Cornerstone Wealth Management
Missouri
$524K +$257 +2 +0.1%
BZWA
723
Blue Zone Wealth Advisors
California
$523K
EFSCE
724
Enterprise Financial Services Corp (EFSC)
Missouri
$518K +$40.7K +317 +9%
KIA
725
KCM Investment Advisors
California
$517K -$44.9K -350 -8%