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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
701
Joel Isaacson & Co
New York
$1.07M +$89.9K +549 +9%
E
702
ETFidea
New York
$1.07M +$1.04M +6,352 New
NG
703
Northstar Group
New York
$1.05M +$328 +2 +0%
BOH
704
Bank of Hawaii
Hawaii
$1.05M +$1.03M +6,262 New
GG
705
Gofen & Glossberg
Illinois
$1.05M +$87.3K +533 +9%
CFO
706
CVA Family Office
Colorado
$1.05M +$259K +1,580 +34%
FWM
707
Fairhaven Wealth Management
Illinois
$1.04M
MWM
708
Mascoma Wealth Management
New Hampshire
$1.04M
Vontobel Holding
709
Vontobel Holding
Switzerland
$1.04M
KFP
710
KB Financial Partners
New Jersey
$1.04M +$37.5K +229 +4%
Fisher Asset Management
711
Fisher Asset Management
Washington
$1.04M +$594K +3,624 +141%
FI
712
Financial Insights
Washington
$1.04M -$18K -110 -2%
DWM
713
Darwin Wealth Management
Florida
$1.04M +$182K +1,112 +21%
HPA
714
High Probability Advisors
New York
$1.03M +$9.67K +59 +1%
LWP
715
Legacy Wealth Planning
Nevada
$1.03M -$72.9K -445 -7%
Chevy Chase Trust
716
Chevy Chase Trust
Maryland
$1.03M +$275K +1,679 +38%
Harris Associates
717
Harris Associates
Illinois
$1.03M +$1M +6,120 New
GDP
718
Great Diamond Partners
Maine
$1.02M +$999K +6,099 New
HCM
719
Hamlin Capital Management
New York
$1.02M +$993K +6,059 New
CWAF
720
Core Wealth Advisors (Florida)
Florida
$1.02M
AAM
721
Autus Asset Management
Arizona
$1.01M -$6.55K -40 -0.7%
MCA
722
Magnolia Capital Advisors
Mississippi
$1.01M +$98.3K +600 +11%
EW
723
Evoke Wealth
California
$1.01M +$164 +1 +0%
AWE
724
Avidian Wealth Enterprises
Texas
$1.01M +$20.3K +124 +2%
SWM
725
Soundmark Wealth Management
Washington
$999K -$36.7K -224 -4%