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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPAM
701
Cary Street Partners Asset Management
Virginia
$747K -$268K -1,692 -26%
BFS
702
Beacon Financial Strategies
North Carolina
$746K +$745K +4,706 New
GC
703
Gratus Capital
Georgia
$745K
BCM
704
Brookstone Capital Management
Illinois
$742K +$191K +1,206 +35%
JF
705
JSF Financial
California
$741K +$67K +423 +10%
RWA
706
RGT Wealth Advisors
Texas
$740K -$30.1K -190 -4%
PMFA
707
Plante Moran Financial Advisors
Michigan
$733K
FMW
708
Farr Miller & Washington
District of Columbia
$731K -$24.9K -157 -3%
OFA
709
Oak Family Advisors
Illinois
$730K +$178K +1,122 +32%
FWM
710
Fairhaven Wealth Management
Illinois
$726K
WB
711
Webster Bank
Connecticut
$726K
Koshinski Asset Management
712
Koshinski Asset Management
Illinois
$721K +$391K +2,472 +119%
GC
713
Guggenheim Capital
Illinois
$719K -$2.35M -14,868 -77%
SPL
714
Smart Portfolios LLC
Washington
$719K +$718K +4,533 New
VVP
715
Venture Visionary Partners
Ohio
$718K -$4.91K -31 -0.7%
HF
716
Halpern Financial
Virginia
$718K -$70.9K -448 -9%
CWM
717
Chesapeake Wealth Management
Virginia
$717K -$23K -145 -3%
PCA
718
Personal Capital Advisors
California
$717K -$18.8K -119 -3%
NL
719
Navalign LLC
California
$712K -$166K -1,047 -19%
RPWA
720
Regent Peak Wealth Advisors
Georgia
$711K -$224K -1,417 -24%
SIS
721
SVB Investment Services
Utah
$708K +$158 +1 +0%
BWA
722
Bordeaux Wealth Advisors
California
$706K
TFS
723
TrustCore Financial Services
Tennessee
$706K
Chevy Chase Trust
724
Chevy Chase Trust
Maryland
$703K -$35K -221 -5%
5L
725
55I LLC
Massachusetts
$698K +$481K +3,040 +223%