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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1001
Hollencrest Capital Management
California
$277K – – –
RP
1002
Rice Partnership
Hawaii
$277K – – –
CBFP
1003
Cedar Brook Financial Partners
Ohio
$276K -$146K -912 -34%
CAM
1004
Cozad Asset Management
Illinois
$275K – – –
CSIC
1005
Clifford Swan Investment Counsel
California
$271K – – –
MWP
1006
Madison Wealth Partners
Wisconsin
$271K +$61.7K +385 +29%
NAM
1007
NorthCoast Asset Management
Connecticut
$268K +$641 +4 +0.2%
ED
1008
Exane Derivatives
France
$267K – – –
RDFA
1009
Ritter Daniher Financial Advisory
Ohio
$266K – – –
FAT
1010
First American Trust
California
$266K +$30.5K +190 +13%
BEAM
1011
Baker Ellis Asset Management
Washington
$264K – – –
MCM
1012
Monument Capital Management
Virginia
$264K – – –
SWM
1013
Stockman Wealth Management
Montana
$262K – – –
MAWCM
1014
Mine & Arao Wealth Creation & Management
California
$261K – – –
APC
1015
Aspire Private Capital
North Carolina
$260K – – –
BA
1016
Bridge Advisory
California
$260K +$641 +4 +0.2%
WA
1017
Wealth Architects
California
$258K +$962 +6 +0.4%
BSA
1018
Braun Stacey Associates
New York
$255K -$39K -243 -13%
MWM
1019
Madison Wealth Management
Ohio
$255K – – –
GFS
1020
GYL Financial Synergies
Connecticut
$255K +$14.4K +90 +6%
CWM
1021
Chesapeake Wealth Management
Virginia
$253K -$466K -2,908 -64%
SCM
1022
Shelton Capital Management
Colorado
$251K – – –
BA
1023
Baugh & Associates
Georgia
$249K – – –
KA
1024
Kovack Advisors
Florida
$249K +$28.9K +180 +13%
Luther King Capital Management (LKCM)
1025
Luther King Capital Management (LKCM)
Texas
$248K – – –