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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
76
Oppenheimer Asset Management
New York
$61.7M +$52.5M +273,905 +461%
SG
77
StoneX Group
New York
$60.6M +$360K +1,875 +0.6%
BPWM
78
Badgley Phelps Wealth Managers
Washington
$60.4M +$19.6M +102,381 +46%
MCM
79
MAI Capital Management
Ohio
$59.3M +$2.39M +12,459 +4%
EWA
80
EP Wealth Advisors
California
$59M -$855K -4,460 -1%
MGIA
81
Moneta Group Investment Advisors
Missouri
$58.4M +$505K +2,633 +0.8%
PAG
82
Private Advisor Group
New Jersey
$58.3M -$2.1M -10,967 -3%
Brown Advisory
83
Brown Advisory
Maryland
$58.3M +$4.37M +22,779 +8%
AssetMark Inc
84
AssetMark Inc
California
$55.6M -$1.68M -8,762 -3%
CAM
85
Cresset Asset Management
Illinois
$55.6M -$4.53M -23,633 -7%
BPA
86
Beacon Pointe Advisors
California
$54.3M +$41.3M +215,077 +275%
CI
87
Cambiar Investors
Colorado
$54.2M +$50M +260,648 +812%
LCOV
88
London Company of Virginia
Virginia
$53.7M +$53.5M +278,867 +2,478%
FBFS
89
First Business Financial Services
Wisconsin
$53.2M +$202K +1,052 +0.4%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$52.7M +$20.3M +105,736 +59%
Boston Partners
91
Boston Partners
Massachusetts
$49.3M +$21.8M +113,888 +76%
PWM
92
Paulson Wealth Management
Illinois
$48.3M +$5.94M +30,985 +13%
FWM
93
FSA Wealth Management
Massachusetts
$47M -$217K -1,133 -0.4%
WRTC
94
Wind River Trust Company
Wyoming
$46.9M
SPIA
95
Steward Partners Investment Advisory
New York
$46.6M +$670K +3,491 +1%
ZIM
96
Zacks Investment Management
Illinois
$44.6M +$37M +193,038 +403%
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$43.9M -$19M -98,889 -29%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$43.6M +$1.02M +5,343 +2%
Cerity Partners
99
Cerity Partners
New York
$42.6M +$6.47M +33,735 +17%
FAM
100
Flaharty Asset Management
Florida
$41.5M -$1.02M -5,310 -2%