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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1301
S.A. Mason
Michigan
$229K – – –
Millennium Management
1302
Millennium Management
New York
$227K -$6.31M -37,318 -97%
GIP
1303
Greatmark Investment Partners
Georgia
$227K -$35K -207 -14%
TW
1304
TrinityPoint Wealth
Connecticut
$227K +$2.2K +13 +1%
OPA
1305
Old Port Advisors
Maine
$227K – – –
LA
1306
LPF Advisors
Florida
$226K +$214K +1,263 New
OCM
1307
Orion Capital Management
California
$225K – – –
AA
1308
Addison Advisors
Vermont
$224K – – –
SCM
1309
Steele Capital Management
Iowa
$223K – – –
DWM
1310
Dopkins Wealth Management
New York
$223K +$210K +1,244 New
EA
1311
Eudaimonia Advisors
Tennessee
$222K – – –
CFSG
1312
Community Financial Services Group
Vermont
$222K +$210K +1,239 New
NC
1313
NovaPoint Capital
Georgia
$221K -$50.9K -301 -20%
AP
1314
Atwood & Palmer
Missouri
$221K – – –
NFA
1315
Northern Financial Advisors
Michigan
$221K – – –
FWA
1316
FSM Wealth Advisors
Ohio
$220K +$208K +1,229 New
FAM
1317
Formidable Asset Management
Ohio
$219K +$207K +1,225 New
RW
1318
REDW Wealth
New Mexico
$219K +$169 +1 +0.1%
BPFA
1319
Barnes Pettey Financial Advisors
Mississippi
$219K +$207K +1,223 New
RRCM
1320
Rappaport Reiches Capital Management
Illinois
$219K – – –
NWM
1321
Northwest Wealth Management
Iowa
$218K -$16.4K -97 -7%
LWM
1322
LongView Wealth Management
Georgia
$218K -$3.89K -23 -2%
SWP
1323
Strategic Wealth Partners
Ohio
$217K +$205K +1,211 New
CPRC
1324
Consolidated Portfolio Review Corp
New York
$216K +$204K +1,208 New
SG
1325
Sharper & Granite
California
$215K -$20.3K -120 -9%