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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
1001
Marino Stram & Associates
Massachusetts
$362K – – –
JC
1002
Jentner Corp
Ohio
$362K – – –
FPTW
1003
Franklin, Parlapiano, Turner & Welch
Texas
$360K – – –
OWM
1004
Orgel Wealth Management
Wisconsin
$358K -$5.08K -32 -1%
PWW
1005
Pettyjohn Wood & White
Virginia
$358K – – –
JJBC
1006
James J. Burns & Company
New York
$356K -$94.1K -593 -20%
RWMH
1007
Riverpoint Wealth Management Holdings
Illinois
$355K – – –
FFP
1008
FourThought Financial Partners
Florida
$355K +$11.4K +72 +3%
LWM
1009
LJI Wealth Management
Indiana
$354K – – –
MC
1010
Matisse Capital
Oregon
$354K – – –
Eagle Capital Management (New York)
1011
Eagle Capital Management (New York)
New York
$353K -$528K -3,326 -59%
HP
1012
HT Partners
Connecticut
$353K – – –
CAL
1013
Capital Analysts LLC
Pennsylvania
$352K +$259K +1,631 +236%
QT
1014
Quantbot Technologies
New York
$351K -$49.6K -313 -12%
BEW
1015
Burton Enright Welch
California
$350K +$366K +2,306 New
SMA
1016
Sage Mountain Advisors
Georgia
$350K – – –
CA
1017
Continuum Advisory
Idaho
$348K +$37.4K +236 +11%
PAI
1018
Pittenger & Anderson Inc
Nebraska
$345K – – –
PIA
1019
Petredis Investment Advisors
Pennsylvania
$344K – – –
CP
1020
Coho Partners
Pennsylvania
$344K +$359K +2,265 New
MF
1021
Montis Financial
Massachusetts
$343K +$358K +2,256 New
IFWM
1022
Institute for Wealth Management
Colorado
$342K -$26.8K -169 -7%
TIA
1023
Traphagen Investment Advisors
New Jersey
$341K – – –
SC
1024
Schoolcraft Capital
Colorado
$339K – – –
HCM
1025
Hollencrest Capital Management
California
$337K – – –