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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
901
TD Capital Management
Tennessee
$58K – – –
CI
902
CX Institutional
Indiana
$58K +$57.2K +457 New
EWM
903
Endurance Wealth Management
Rhode Island
$57K – – –
SMFS
904
Squar Milner Financial Services
California
$56K -$152K -1,214 -73%
TF
905
Tompkins Financial
New York
$54K +$53.6K +428 New
LWANC
906
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K – – –
BWM
907
BerganKDV Wealth Management
Minnesota
$52K -$83.5K -667 -62%
APCM
908
Alaska Permanent Capital Management
Alaska
$50K +$49.9K +399 New
BWA
909
Burt Wealth Advisors
Maryland
$49K -$17.5K -140 -27%
AA
910
AlphaMark Advisors
Kentucky
$48K – – –
SA
911
SRH Advisors
Kansas
$47K – – –
AIM
912
Anchor Investment Management
South Carolina
$44K – – –
VC
913
Vestor Capital
Illinois
$44K – – –
TFS
914
TrustCore Financial Services
Tennessee
$41K -$37.2K -297 -48%
AssetMark Inc
915
AssetMark Inc
California
$40K – – –
AOWM
916
Alpha Omega Wealth Management
Virginia
$39K – – –
ONST
917
Old North State Trust
North Carolina
$39K – – –
FFW
918
Fusion Family Wealth
New York
$38K – – –
SFSIG
919
San Francisco Sentry Investment Group
California
$37K – – –
JPLA
920
Joseph P. Lucia & Associates
New York
$35K – – –
KPCM
921
Kings Point Capital Management
New York
$35K – – –
QCIG
922
Quad-Cities Investment Group
Iowa
$35K +$34.7K +277 New
MRCM
923
M&R Capital Management
New Jersey
$34K -$4.13K -33 -11%
MSFP
924
Mark Sheptoff Financial Planning
Connecticut
$33K – – –
LGWM
925
Litman Gregory Wealth Management
California
$32K – – –