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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGWA
1326
Plus Group Wealth Advisors
Wisconsin
$399K – – –
AWP
1327
Abacus Wealth Partners
California
$397K – – –
WT
1328
Washington Trust
Rhode Island
$396K – – –
MP
1329
McDonald Partners
Ohio
$395K – – –
MFG
1330
Macco Financial Group
Wisconsin
$395K +$405K +1,850 New
AT
1331
Arlington Trust
Alabama
$395K -$132K -601 -25%
PPW
1332
PACK Private Wealth
Minnesota
$394K – – –
SPG
1333
Strategic Planning Group
Utah
$393K +$402K +1,837 New
SWP
1334
ShoreHaven Wealth Partners
New Jersey
$392K +$219 +1 +0.1%
RWMH
1335
Riverpoint Wealth Management Holdings
Illinois
$392K – – –
JPWM
1336
Jamison Private Wealth Management
Georgia
$391K +$876 +4 +0.2%
BCA
1337
Bay Capital Advisors
Virginia
$391K -$9.2K -42 -2%
NWM
1338
Navigate Wealth Management
Alabama
$389K +$378K +1,724 New
BF
1339
Baring Financial
Washington
$389K +$57.6K +263 +17%
CCP
1340
Cassia Capital Partners
North Carolina
$388K – – –
FSA
1341
Financial Sense Advisors
California
$387K +$397K +1,812 New
HDA
1342
Harold Davidson & Associates
California
$387K +$396K +1,810 New
CCG
1343
Cypress Capital Group
Florida
$386K – – –
BOH
1344
Bank of Hawaii
Hawaii
$385K +$395K +1,803 New
GKIM
1345
GW&K Investment Management
Massachusetts
$385K – – –
CIBC World Market
1346
CIBC World Market
Ontario, Canada
$384K +$32.8K +150 +9%
NAS
1347
NWF Advisory Services
California
$384K -$68.3K -312 -15%
SF
1348
Symphony Financial
Texas
$383K +$113K +515 +40%
B
1349
Bayban
Minnesota
$381K – – –
AWM
1350
Arista Wealth Management
Nevada
$380K – – –