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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
1051
Charter Oak Capital Management
New Hampshire
$224K – – –
KA
1052
Kovack Advisors
Florida
$224K +$224K +1,414 New
TCA
1053
Transcend Capital Advisors
New Jersey
$223K +$223K +1,408 New
FWM
1054
FFT Wealth Management
Pennsylvania
$222K – – –
NL
1055
NKCFO LLC
Illinois
$222K – – –
MWM
1056
MorganRosel Wealth Management
Colorado
$222K +$221K +1,398 New
RCAMU
1057
Rothschild & Co Asset Management US
Connecticut
$221K -$152K -957 -41%
DWM
1058
Destination Wealth Management
California
$221K -$57.9K -366 -21%
JGIA
1059
Jackson Grant Investment Advisers
Connecticut
$219K +$633 +4 +0.3%
LA
1060
LexAurum Advisors
Kansas
$219K +$218K +1,379 New
NB
1061
NBT Bank
New York
$218K – – –
LWM
1062
Liberty Wealth Management
California
$218K +$8.23K +52 +4%
GIP
1063
Greatmark Investment Partners
Georgia
$217K +$7.28K +46 +3%
ACI
1064
Alpha Cubed Investments
California
$216K +$4.91K +31 +2%
CWP
1065
Curated Wealth Partners
California
$215K +$215K +1,358 New
MWP
1066
Madison Wealth Partners
Wisconsin
$214K +$213K +1,346 New
BCA
1067
Bay Colony Advisors
Massachusetts
$214K +$213K +1,348 New
RCA
1068
Rex Capital Advisors
Rhode Island
$213K -$49.4K -312 -19%
SNB
1069
Security National Bank
Nebraska
$213K – – –
PP
1070
Pegasus Partners
Wisconsin
$212K -$15.8K -100 -7%
AC
1071
Apella Capital
Connecticut
$211K – – –
AF
1072
Apexium Financial
Texas
$211K – – –
Luther King Capital Management (LKCM)
1073
Luther King Capital Management (LKCM)
Texas
$211K – – –
CIC
1074
Cornercap Investment Counsel
Georgia
$210K -$48.4K -306 -19%
MYIA
1075
Mount Yale Investment Advisors
Colorado
$209K +$209K +1,319 New