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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
1326
SteelPeak Wealth
California
$288K -$27.4K -144 -9%
CA
1327
CoreCap Advisors
Michigan
$288K +$134K +704 +85%
LWMT
1328
Legacy Wealth Management (Tennessee)
Tennessee
$287K +$4.38K +23 +2%
HFA
1329
High Falls Advisors
New York
$287K +$291K +1,527 New
EL
1330
EWA LLC
Pennsylvania
$287K -$18.3K -96 -6%
PWP
1331
Private Wealth Partners
California
$284K – – –
JAA
1332
Joel Adams & Associates
North Carolina
$282K +$286K +1,501 New
TIM
1333
Thompson Investment Management
Wisconsin
$282K – – –
SAG
1334
SageView Advisory Group
California
$282K +$63.4K +333 +29%
WA
1335
Wealth Architects
California
$282K – – –
SWM
1336
Stockman Wealth Management
Montana
$280K -$16.2K -85 -5%
SL
1337
Sentinus LLC
Illinois
$280K – – –
Vanguard Personalized Indexing Management
1338
Vanguard Personalized Indexing Management
California
$280K +$283K +1,487 New
FPTW
1339
Franklin, Parlapiano, Turner & Welch
Texas
$279K – – –
EIP
1340
Easterly Investment Partners
Massachusetts
$279K +$283K +1,484 New
TC
1341
Trilogy Capital
California
$279K -$133K -696 -32%
RWP
1342
Ridgecrest Wealth Partners
California
$278K – – –
NHC
1343
Nicholas Hoffman & Company
Georgia
$275K – – –
SSW
1344
Stone Summit Wealth
Florida
$275K -$61.1K -321 -18%
BB
1345
Bell Bank
North Dakota
$274K – – –
MLL
1346
Moody Lynn & Lieberson
Massachusetts
$273K – – –
WBG
1347
Wharton Business Group
Pennsylvania
$271K +$274K +1,441 New
IC
1348
Inscription Capital
Texas
$271K +$288K +1,512 New
PF
1349
PlanWiser Financial
Colorado
$271K +$280K +1,471 New
KAM
1350
KEB Asset Management
Illinois
$270K – – –