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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAT
826
First American Trust
California
$213K -$16.1K -146 -7%
CAN
827
Claraphi Advisory Network
United States
$211K -$75.2K -684 -27%
M
828
MOTCO
Texas
$211K – – –
IAA
829
Independent Advisor Alliance
North Carolina
$208K +$194K +1,761 New
MCCP
830
Mission Creek Capital Partners
California
$207K +$202K +1,834 New
RIA
831
Regal Investment Advisors
Michigan
$206K +$201K +1,830 New
WI
832
Wintrust Investments
Illinois
$205K -$55.5K -505 -22%
PWP
833
Principle Wealth Partners
Connecticut
$205K +$200K +1,818 New
CIC
834
Carnegie Investment Counsel
Ohio
$205K +$200K +1,819 New
SW
835
SteelPeak Wealth
California
$205K +$200K +1,823 New
CCM
836
Canal Capital Management
Virginia
$205K +$201K +1,824 New
WCM
837
WealthBridge Capital Management
Ohio
$204K -$43.3K -394 -18%
PP
838
PDS Planning
Ohio
$203K +$198K +1,802 New
BFA
839
Beaumont Financial Advisors
Massachusetts
$203K +$199K +1,805 New
FIM
840
Fernwood Investment Management
Massachusetts
$202K +$198K +1,798 New
BSA
841
Braun Stacey Associates
New York
$201K +$196K +1,785 New
AF
842
Allworth Financial
California
$189K -$111K -1,005 -37%
APC
843
Aspire Private Capital
North Carolina
$187K – – –
BEAM
844
Baker Ellis Asset Management
Washington
$187K – – –
AIC
845
Archer Investment Corporation
Indiana
$183K +$110 +1 +0.1%
FHA
846
Flagship Harbor Advisors
Massachusetts
$181K +$5.72K +52 +3%
PWMG
847
Prestige Wealth Management Group
New Jersey
$179K -$133K -1,207 -43%
Lazard Asset Management
848
Lazard Asset Management
New York
$169K -$2.24M -20,367 -93%
LWM
849
Liberty Wealth Management
California
$168K -$32.9K -299 -17%
WT
850
Washington Trust
Rhode Island
$167K -$62.9K -572 -28%