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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
1301
Laird Norton Wetherby Wealth Management
California
$315K +$300K +1,621 New
PWP
1302
Principle Wealth Partners
Connecticut
$315K – – –
KWA
1303
Kondo Wealth Advisors
California
$315K +$297K +1,605 New
CA
1304
CoreCap Advisors
Michigan
$311K +$13K +70 +5%
MPCG
1305
Matrix Private Capital Group
New York
$309K -$5.93K -32 -2%
First Trust Advisors
1306
First Trust Advisors
Illinois
$308K -$146K -786 -33%
PFA
1307
Pillar Financial Advisors
Kentucky
$308K – – –
BEAM
1308
Baker Ellis Asset Management
Washington
$308K – – –
CFS
1309
Coordinated Financial Services
Colorado
$308K +$94.5K +510 +47%
NWM
1310
Navigation Wealth Management
Colorado
$307K +$293K +1,581 New
FPB
1311
First PREMIER Bank
South Dakota
$306K – – –
IA
1312
IFG Advisors
Missouri
$305K -$56.7K -306 -16%
FWIA
1313
Fort Washington Investment Advisors
Ohio
$305K – – –
PWMG
1314
Pinnacle Wealth Management Group
Michigan
$305K -$9.63K -52 -3%
HPC
1315
HM Payson & Co
Maine
$305K +$44.4K +240 +18%
SPC
1316
Spirepoint Private Client
Florida
$303K – – –
MYIA
1317
Mount Yale Investment Advisors
Colorado
$303K +$185 +1 +0.1%
WG
1318
Watchman Group
Texas
$303K – – –
SCM
1319
Stonehearth Capital Management
Massachusetts
$302K – – –
BW
1320
BIP Wealth
Georgia
$301K -$169K -910 -37%
AFA
1321
Allium Financial Advisors
Oregon
$301K – – –
DA
1322
Doliver Advisors
Texas
$301K – – –
BHA
1323
Beech Hill Advisors
New York
$301K – – –
TWP
1324
Triad Wealth Partners
Kansas
$298K – – –
SAG
1325
SageView Advisory Group
California
$298K +$556 +3 +0.2%