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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
701
Chesley Taft & Associates
Illinois
$1.05M +$207K +1,260 +25%
PFGIA
702
Patriot Financial Group Insurance Agency
Massachusetts
$1.04M +$262K +1,595 +34%
STAS
703
Strong Tower Advisory Services
Minnesota
$1.04M +$1.03M +6,277 New
PMFA
704
Plante Moran Financial Advisors
Michigan
$1.04M -$1.16M -7,054 -53%
GG
705
Gofen & Glossberg
Illinois
$1.04M
CFO
706
CVA Family Office
Colorado
$1.03M +$1.15K +7 +0.1%
FWM
707
Fairhaven Wealth Management
Illinois
$1.03M
MWM
708
Mascoma Wealth Management
New Hampshire
$1.03M
MIAS
709
Mason Investment Advisory Services
Virginia
$1.03M -$68K -414 -6%
HPA
710
High Probability Advisors
New York
$1.03M +$4.27K +26 +0.4%
CAM
711
Campion Asset Management
Virginia
$1.03M +$42.7K +260 +4%
AWM
712
Axxcess Wealth Management
California
$1.03M +$229K +1,396 +29%
FI
713
Financial Insights
Washington
$1.02M
LWP
714
Legacy Wealth Planning
Nevada
$1.02M +$7.39K +45 +0.7%
IA
715
IFP Advisors
Florida
$1.02M +$854K +5,198 +164%
MFW
716
Meristem Family Wealth
Minnesota
$1.02M -$595K -3,625 -37%
Chevy Chase Trust
717
Chevy Chase Trust
Maryland
$1.02M
CWAF
718
Core Wealth Advisors (Florida)
Florida
$1M
EW
719
Evoke Wealth
California
$999K +$164 +1 +0%
Vontobel Holding
720
Vontobel Holding
Switzerland
$996K -$37K -225 -4%
KFP
721
KB Financial Partners
New Jersey
$992K -$37.6K -229 -4%
FBA
722
Front Barnett Associates
Illinois
$990K +$82.6K +503 +9%
MC
723
Middleton & Co
Massachusetts
$985K
WI
724
WrapManager Inc
California
$984K -$101K -613 -9%
PCIA
725
Prime Capital Investment Advisors
Kansas
$982K