We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$29.1M +$1.59M +10,036 +6%
GAB
102
German American Bancorp
Indiana
$28.9M +$555K +3,501 +2%
TC
103
Telemus Capital
Michigan
$27.5M +$109K +689 +0.4%
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$27.2M +$28.4M +179,051 New
BPWM
105
Badgley Phelps Wealth Managers
Washington
$27.1M +$1.74M +10,965 +7%
CWM
106
Congress Wealth Management
Massachusetts
$27M +$27.2M +171,530 +2,825%
LFWA
107
LBJ Family Wealth Advisors
Texas
$26M -$452K -2,851 -2%
KAS
108
Kestra Advisory Services
Texas
$26M +$397K +2,500 +1%
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$25.4M -$291K -1,833 -1%
PFPT
110
Pinnacle Financial Partners (Tennessee)
Tennessee
$24.6M +$22.2K +140 +0.1%
NYLIM
111
New York Life Investment Management
New York
$24.6M +$5.03M +31,719 +24%
JE
112
JMAC Enterprises
Pennsylvania
$24.4M +$970K +6,116 +4%
Massachusetts Financial Services
113
Massachusetts Financial Services
Massachusetts
$24.4M +$15.5M +97,575 +154%
KeyBank National Association
114
KeyBank National Association
Ohio
$23.7M -$2.81M -17,745 -10%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$23.4M +$2.49M +15,719 +12%
NA
116
NewEdge Advisors
Louisiana
$22.6M +$2.8M +17,665 +13%
TPWA
117
TRUE Private Wealth Advisors
Oregon
$22.6M +$137K +864 +0.6%
CFO
118
Callan Family Office
Pennsylvania
$22.5M -$1.22M -7,690 -5%
GL
119
Graypoint LLC
New York
$21.8M +$1.04M +6,543 +5%
ANTB
120
AMG National Trust Bank
Colorado
$21.8M -$55K -347 -0.2%
RVPG
121
Relative Value Partners Group
$21.7M -$2.1M -13,258 -8%
SC
122
Savant Capital
Illinois
$21.1M +$52.2K +329 +0.2%
CAM
123
Crestone Asset Management
Colorado
$21M -$936K -5,899 -4%
TWM
124
Tradition Wealth Management
Minnesota
$20.8M -$96.7K -610 -0.6%
MWM
125
Mission Wealth Management
California
$20.8M -$841K -5,304 -4%