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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
776
Regent Peak Wealth Advisors
Georgia
$872K
CTC
777
Central Trust Company
Missouri
$864K -$17.8K -102 -2%
PMFA
778
Plante Moran Financial Advisors
Michigan
$864K -$287K -1,640 -25%
B
779
Bailard
California
$861K
WP
780
WealthShield Partners
North Carolina
$859K -$17.7K -101 -2%
AUB
781
Atlantic Union Bankshares
Virginia
$856K -$699 -4 -0.1%
Empower Advisory Group
782
Empower Advisory Group
Colorado
$854K +$190K +1,089 +29%
AAP
783
Arax Advisory Partners
Colorado
$850K +$37.2K +213 +5%
IFG
784
Independent Financial Group
California
$849K -$52.8K -302 -6%
FDDB
785
Fidelity D&D Bancorp
Pennsylvania
$849K -$6.47M -36,981 -88%
LOPW
786
Live Oak Private Wealth
North Carolina
$848K +$50.7K +290 +6%
BWA
787
BlueChip Wealth Advisors
Georgia
$846K -$6.12K -35 -0.7%
WF
788
Welch & Forbes
Massachusetts
$845K
AAS
789
Annex Advisory Services
Wisconsin
$843K +$28.9K +165 +4%
PCMC
790
Paragon Capital Management (Colorado)
Colorado
$842K -$96.5K -552 -10%
AFG
791
Atomi Financial Group
New York
$842K +$86K +492 +11%
Betterment LLC
792
Betterment LLC
New York
$840K +$270K +1,542 +47%
MW
793
Members Wealth
Pennsylvania
$833K +$745K +4,258 New
Vontobel Holding
794
Vontobel Holding
Switzerland
$831K
VCM
795
Virtue Capital Management
Tennessee
$825K -$78.3K -448 -9%
FHA
796
Flagship Harbor Advisors
Massachusetts
$823K -$136K -779 -14%
LT
797
Legacy Trust
Michigan
$819K
EA
798
Evergreen Advisors
Tennessee
$819K
WCWM
799
Willow Creek Wealth Management
California
$816K -$5.07K -29 -0.6%
LAM
800
Lakewood Asset Management
Illinois
$809K -$10.7K -61 -1%