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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1051
McNamara Financial Services
Massachusetts
$406K
UWM
1052
USAdvisors Wealth Management
Minnesota
$401K -$34.6K -224 -8%
PCMC
1053
Planning Capital Management Corporation
Pennsylvania
$399K +$373K +2,417 New
FFP
1054
FourThought Financial Partners
Florida
$396K +$8.8K +57 +2%
ETIA
1055
Epic Trust Investment Advisors
Washington
$396K -$196K -1,272 -35%
JC
1056
Jentner Corp
Ohio
$394K
PWP
1057
Perfromance Wealth Partners
Illinois
$391K -$29.8K -193 -8%
FCAM
1058
First Citizens Asset Management
North Carolina
$390K -$16.7K -108 -4%
PWW
1059
Pettyjohn Wood & White
Virginia
$390K
AWMG
1060
Alliance Wealth Management Group
New Jersey
$389K +$363K +2,353 New
SPC
1061
Sigma Planning Corp
Michigan
$389K -$1.49M -9,654 -80%
TIM
1062
Tortoise Investment Management
New York
$388K -$9.27K -60 -2%
DPW
1063
DiNuzzo Private Wealth
Pennsylvania
$388K +$362K +2,346 New
JJBC
1064
James J. Burns & Company
New York
$387K
RWMH
1065
Riverpoint Wealth Management Holdings
Illinois
$387K
CFA
1066
CWS Financial Advisors
Michigan
$386K +$111K +720 +45%
LWM
1067
LJI Wealth Management
Indiana
$385K
Chevy Chase Trust
1068
Chevy Chase Trust
Maryland
$384K +$122K +789 +51%
HP
1069
HT Partners
Connecticut
$384K
RSWA
1070
Robinson Smith Wealth Advisors
Maine
$382K +$357K +2,309 New
MSA
1071
Marino Stram & Associates
Massachusetts
$381K -$12.2K -79 -3%
BEW
1072
Burton Enright Welch
California
$381K
SMA
1073
Sage Mountain Advisors
Georgia
$381K
ERWM
1074
Elk River Wealth Management
Colorado
$380K -$179K -1,159 -34%
SIA
1075
Soltis Investment Advisors
Utah
$379K +$74.4K +482 +27%