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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
851
Bogart Wealth LLC
Virginia
$957K
LT
852
Legacy Trust
Michigan
$956K
LAM
853
Lakewood Asset Management
Illinois
$954K +$7.56K +38 +0.8%
HSWS
854
Higgins & Schmidt Wealth Strategies
Colorado
$954K -$10.9K -55 -1%
BA
855
Bridgewater Advisors
New York
$951K +$29.2K +147 +3%
PMFA
856
Plante Moran Financial Advisors
Michigan
$950K +$31.4K +158 +4%
WWM
857
Woodside Wealth Management
Massachusetts
$950K
TAM
858
Titleist Asset Management
Texas
$947K +$60.3K +303 +7%
WCWM
859
Willow Creek Wealth Management
California
$944K
WWP
860
Wise Wealth Partners
Arizona
$938K +$14.9K +75 +2%
HH
861
Hilltop Holdings
Texas
$938K -$41.2K -207 -4%
AAS
862
Annex Advisory Services
Wisconsin
$936K -$76.6K -385 -8%
Betterment LLC
863
Betterment LLC
New York
$936K -$256K -1,289 -22%
RB
864
Renasant Bank
Mississippi
$934K +$41K +206 +5%
FBT
865
First Bank & Trust
South Dakota
$933K
RCA
866
Resonant Capital Advisors
Wisconsin
$929K +$701K +3,525 +340%
WCFA
867
Walkner Condon Financial Advisors
Wisconsin
$927K +$11.7K +59 +1%
1IA
868
1834 Investment Advisors
Wisconsin
$926K -$47.5K -239 -5%
GPA
869
Guidance Point Advisors
Massachusetts
$923K -$12.1K -61 -1%
RYIA
870
Roehl & Yi Investment Advisors
Oregon
$922K
PAS
871
PKS Advisory Services
New York
$906K +$3.78K +19 +0.4%
ANBT
872
American National Bank & Trust
Texas
$905K -$64.7K -325 -7%
IFG
873
Independent Financial Group
California
$901K +$27.3K +137 +3%
RPWA
874
Regent Peak Wealth Advisors
Georgia
$900K +$879K +4,421 New
RW
875
Regimen Wealth
Georgia
$894K +$1.39K +7 +0.2%