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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
1051
Heritage Wealth Management (Arizona)
Arizona
$175K +$167K +1,152 New
BCWM
1052
Bartlett & Co Wealth Management
Ohio
$174K – – –
BC
1053
Bartlett & Co
Ohio
$174K – – –
CCA
1054
Column Capital Advisors
Indiana
$171K +$89.7K +620 +122%
CWM
1055
Cranbrook Wealth Management
Michigan
$169K – – –
BWP
1056
Baldwin Wealth Partners
Massachusetts
$168K +$87.8K +607 +121%
MPCG
1057
Matrix Private Capital Group
New York
$163K – – –
PG
1058
Proffitt & Goodson
Tennessee
$157K – – –
WP
1059
WealthShield Partners
North Carolina
$157K +$150K +1,037 New
ACM
1060
Allred Capital Management
Texas
$149K +$143K +985 New
TFM
1061
TFC Financial Management
Massachusetts
$149K – – –
RFA
1062
Reilly Financial Advisors
California
$146K – – –
APWM
1063
Atlas Private Wealth Management
New York
$146K +$3.33K +23 +2%
MIM
1064
MTM Investment Management
South Carolina
$145K – – –
FCT
1065
Family Capital Trust
Massachusetts
$144K – – –
POIA
1066
Pin Oak Investment Advisors
Texas
$144K +$37.5K +259 +38%
SWM
1067
Sugarloaf Wealth Management
Georgia
$144K +$193K +1,337 +140%
MFT
1068
Moisand Fitzgerald Tamayo
Florida
$143K -$1.74K -12 -1%
FCM
1069
Firestone Capital Management
Florida
$130K – – –
FPW
1070
Flagship Private Wealth
Massachusetts
$130K – – –
MCC
1071
Money Concepts Capital
Florida
$128K +$56.6K +391 +86%
EP
1072
Eudaimonia Partners
Tennessee
$126K -$7.52K -52 -6%
GI
1073
Gradient Investments
Minnesota
$122K +$111K +769 +2,136%
Macquarie Group
1074
Macquarie Group
Australia
$121K -$5.14M -35,521 Closed
PP
1075
Pacifica Partners
Canada
$119K +$112K +774 New