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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
701
Mascoma Wealth Management
New Hampshire
$1.2M
First Manhattan
702
First Manhattan
New York
$1.2M +$133K +728 +13%
GWM
703
Geneos Wealth Management
Colorado
$1.2M +$547 +3 +0%
SB
704
Strategic Blueprint
Georgia
$1.19M +$547 +3 +0%
FWM
705
Fairhaven Wealth Management
Illinois
$1.18M
TWA
706
TCI Wealth Advisors
Arizona
$1.18M -$43.5K -239 -4%
AWA
707
Amplius Wealth Advisors
Pennsylvania
$1.18M
OCM
708
Objective Capital Management
Ohio
$1.18M +$1.13M +6,218 New
KFP
709
KMG Fiduciary Partners
Ohio
$1.18M -$147K -808 -12%
QCM
710
QRG Capital Management
Illinois
$1.18M +$182K +1,000 +19%
FMWA
711
Forvis Mazars Wealth Advisors
Missouri
$1.18M -$239K -1,310 -17%
HWM
712
Horizon Wealth Management
Illinois
$1.18M +$1.13M +6,198 New
LFAS
713
Level Four Advisory Services
Texas
$1.17M +$8.02K +44 +0.7%
VF
714
Vawter Financial
Ohio
$1.16M
SIA
715
Schechter Investment Advisors
Michigan
$1.16M -$53.7K -295 -5%
CWA
716
Cascade Wealth Advisors
Washington
$1.16M -$14.6K -80 -1%
HPA
717
High Probability Advisors
New York
$1.16M
CCM
718
Coldstream Capital Management
Washington
$1.15M -$105K -574 -9%
TCOTS
719
Trust Company of the South
North Carolina
$1.15M
HI
720
Harbour Investments
Wisconsin
$1.15M +$140K +769 +14%
FCH
721
Freestone Capital Holdings
Washington
$1.15M +$1.09K +6 +0.1%
PI
722
PFG Investments
New York
$1.15M -$47.2K -259 -4%
SHJ
723
Sharkey, Howes & Javer
Colorado
$1.14M +$60.7K +333 +6%
SIC
724
Sigma Investment Counselors
Michigan
$1.14M +$10K +55 +0.9%
EWA
725
Elevate Wealth Advisory
Georgia
$1.14M -$36.8K -202 -3%