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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
701
Pacific Financial Group
Washington
$859K -$56.4K -375 -6%
PMFA
702
Plante Moran Financial Advisors
Michigan
$852K -$261K -1,736 -22%
PFGIA
703
Patriot Financial Group Insurance Agency
Massachusetts
$851K -$8.87K -59 -0.9%
AF
704
Apexium Financial
Texas
$849K +$938K +6,243 New
CFO
705
CVA Family Office
Colorado
$848K
FWM
706
Fairhaven Wealth Management
Illinois
$848K
MWM
707
Mascoma Wealth Management
New Hampshire
$846K
HPA
708
High Probability Advisors
New York
$844K
AIS
709
American Investment Services
Massachusetts
$844K +$553K +3,680 +145%
LCM
710
Logan Capital Management
Pennsylvania
$838K -$3.01M -20,010 -76%
AFG
711
Allegheny Financial Group
Pennsylvania
$824K +$44.6K +297 +5%
CWAF
712
Core Wealth Advisors (Florida)
Florida
$823K
PWP
713
Pursue Wealth Partners
California
$821K +$316K +2,100 +53%
BCM
714
Bayesian Capital Management
New York
$819K +$905K +6,021 New
EW
715
Evoke Wealth
California
$818K
WWA
716
WCG Wealth Advisors
Nevada
$817K +$887K +5,901 New
ClearBridge Investments
717
ClearBridge Investments
New York
$814K -$1.23M -8,179 -58%
IAIM
718
International Assets Investment Management
Florida
$814K +$94.2K +627 +12%
KFP
719
KB Financial Partners
New Jersey
$813K
MC
720
Middleton & Co
Massachusetts
$807K
BFS
721
Bradley Foster & Sargent
Connecticut
$806K -$55.5K -369 -6%
SWM
722
Soundmark Wealth Management
Washington
$802K
AG
723
Appleton Group
Wisconsin
$796K
RPWA
724
Regent Peak Wealth Advisors
Georgia
$796K
FI
725
Financial Insights
Washington
$789K -$7.06K -47 -0.8%