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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
776
BlueChip Wealth Advisors
Georgia
$875K +$9.48K +56 +1%
VCM
777
Virtue Capital Management
Tennessee
$869K +$317K +1,875 +60%
WF
778
Welch & Forbes
Massachusetts
$869K -$44.8K -265 -5%
IA
779
IFP Advisors
Florida
$864K -$13.5K -80 -2%
AIS
780
American Investment Services
Massachusetts
$862K
MAA
781
Matrix Asset Advisors
New York
$860K +$205K +1,213 +34%
Vontobel Holding
782
Vontobel Holding
Switzerland
$853K
MGIA
783
Matthew Goff Investment Advisor
Texas
$847K -$5.42K -32 -0.7%
FA
784
Fiducient Advisors
Illinois
$845K +$179K +1,058 +29%
BFS
785
Bradley Foster & Sargent
Connecticut
$843K -$73.9K -437 -8%
WCWM
786
Willow Creek Wealth Management
California
$843K
LAM
787
Lakewood Asset Management
Illinois
$842K -$11.3K -67 -1%
LT
788
Legacy Trust
Michigan
$841K
EA
789
Evergreen Advisors
Tennessee
$841K -$21K -124 -3%
DWM
790
Dakota Wealth Management
Florida
$837K -$2.28M -13,483 -74%
AAS
791
Annex Advisory Services
Wisconsin
$835K -$18.8K -111 -2%
PCS
792
Personal CFO Solutions
New Jersey
$835K -$662K -3,911 -46%
AAP
793
Arax Advisory Partners
Colorado
$835K -$12K -71 -2%
LSAG
794
Lake Street Advisors Group
New Hampshire
$830K -$266K -1,574 -25%
MOS
795
MGO One Seven
Ohio
$824K -$217K -1,282 -22%
CWP
796
Cyndeo Wealth Partners
Florida
$820K -$2.2K -13 -0.3%
LOPW
797
Live Oak Private Wealth
North Carolina
$819K +$54.5K +322 +8%
CFS
798
CRA Financial Services
New Jersey
$813K +$14.4K +85 +2%
BC
799
Barnett & Company
Tennessee
$812K
GPA
800
Guidance Point Advisors
Massachusetts
$810K +$18.4K +109 +2%