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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1001
Blue Bell Private Wealth Management
Pennsylvania
$311K – – –
PFA
1002
Peak Financial Advisors
Colorado
$311K +$343K +2,284 New
RIA
1003
Regal Investment Advisors
Michigan
$310K -$87K -579 -20%
AIC
1004
Archer Investment Corporation
Indiana
$309K -$3.46K -23 -1%
RF
1005
Rollins Financial
Georgia
$307K +$1.2K +8 +0.4%
ESB
1006
Essex Savings Bank
Connecticut
$306K -$3K -20 -0.9%
MFS
1007
McNamara Financial Services
Massachusetts
$305K +$1.8K +12 +0.5%
WPA
1008
West Paces Advisors
Georgia
$303K – – –
SC
1009
Schoolcraft Capital
Colorado
$303K +$301 +2 +0.1%
WTFG
1010
Wells Trecaso Financial Group
Ohio
$303K – – –
KA
1011
Klingman & Associates
New York
$302K -$187K -1,245 -36%
Koshinski Asset Management
1012
Koshinski Asset Management
Illinois
$302K – – –
3LCM
1013
3D/L Capital Management
Connecticut
$299K -$43.3K -288 -12%
ECM
1014
ExodusPoint Capital Management
New York
$299K – – –
GC
1015
Gibson Capital
Pennsylvania
$299K +$9.47K +63 +3%
S
1016
Surevest
California
$297K – – –
TIA
1017
Traphagen Investment Advisors
New Jersey
$297K +$41.2K +274 +14%
FSA
1018
Fort Sheridan Advisors
Illinois
$296K +$1.8K +12 +0.6%
OFA
1019
Oak Family Advisors
Illinois
$295K – – –
PWP
1020
Principle Wealth Partners
Connecticut
$290K – – –
FPCG
1021
Forum Private Client Group
Indiana
$287K – – –
PWW
1022
Pettyjohn Wood & White
Virginia
$286K – – –
FIA
1023
Foundations Investment Advisors
Arizona
$286K +$316K +2,102 New
MWA
1024
Meridian Wealth Advisors
Texas
$285K – – –
AFM
1025
Andesa Financial Management
Pennsylvania
$285K +$36.1K +240 +13%