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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1076
Schoolcraft Capital
Colorado
$338K – – –
WTFG
1077
Wells Trecaso Financial Group
Ohio
$337K -$1.35K -9 -0.4%
HCM
1078
Hollencrest Capital Management
California
$337K +$67.4K +450 +25%
KA
1079
Klingman & Associates
New York
$336K – – –
FCAM
1080
First Citizens Asset Management
North Carolina
$336K +$332K +2,217 New
GC
1081
Gibson Capital
Pennsylvania
$335K – – –
LA
1082
Legacy Advisors
Pennsylvania
$334K -$154K -1,027 -32%
PWA
1083
Phoenix Wealth Advisors
North Carolina
$334K +$42.7K +285 +15%
TIA
1084
Traphagen Investment Advisors
New Jersey
$331K +$299 +2 +0.1%
OFA
1085
Oak Family Advisors
Illinois
$328K – – –
CCG
1086
Coastwise Capital Group
California
$326K +$12.6K +84 +4%
VWM
1087
Vigilare Wealth Management
Arizona
$325K +$56.6K +378 +21%
BC
1088
Bartlett & Co
Ohio
$325K +$120K +802 +60%
BCWM
1089
Bartlett & Co Wealth Management
Ohio
$325K +$120K +802 +60%
PWP
1090
Principle Wealth Partners
Connecticut
$324K – – –
WAM
1091
Weatherly Asset Management
California
$323K -$196K -1,310 -38%
VP
1092
Verum Partners
North Carolina
$321K +$317K +2,115 New
WC
1093
Wexford Capital
Florida
$321K +$316K +2,114 New
RIA
1094
Regal Investment Advisors
Michigan
$320K -$25.3K -169 -7%
GFL
1095
Granite FO LLC
New Hampshire
$320K +$301K +2,013 New
MWA
1096
Meridian Wealth Advisors
Texas
$318K – – –
PWW
1097
Pettyjohn Wood & White
Virginia
$318K – – –
MWM
1098
Madison Wealth Management
Ohio
$317K +$25.4K +170 +9%
MFA
1099
McClarren Financial Advisors
Pennsylvania
$317K +$299 +2 +0.1%
Capital International Investors
1100
Capital International Investors
California
$317K +$312K +2,083 New