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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1351
Watershed Private Wealth
Illinois
$277K +$264K +1,426 New
LIG
1352
Lokken Investment Group
Delaware
$277K +$20.6K +111 +8%
VWM
1353
Verus Wealth Management
Wisconsin
$277K – – –
EWM
1354
Echo Wealth Management
Minnesota
$276K -$926 -5 -0.4%
SCM
1355
Sollinda Capital Management
Florida
$276K – – –
RGC
1356
Roberts, Glore & Co
Illinois
$275K – – –
MWM
1357
Moran Wealth Management
Florida
$275K +$262K +1,417 New
GBWM
1358
Granite Bay Wealth Management
New Hampshire
$275K – – –
WA
1359
WealthTrust Axiom
Pennsylvania
$275K – – –
WMWM
1360
Wilkins Miller Wealth Management
Alabama
$274K – – –
MF
1361
Montis Financial
Massachusetts
$274K +$29.3K +158 +13%
EFP
1362
EnRich Financial Partners
Wisconsin
$273K – – –
GAM
1363
Gemmer Asset Management
California
$273K +$260K +1,406 New
GWM
1364
Gibbs Wealth Management
Georgia
$272K +$260K +1,402 New
FWM
1365
FFT Wealth Management
Pennsylvania
$272K – – –
CFP
1366
Catalyst Financial Partners
Massachusetts
$272K +$47.8K +258 +23%
MBTD
1367
Mechanics Bank - Trust Department
California
$272K – – –
SIAS
1368
Summit Investment Advisory Services
Minnesota
$272K – – –
NWAG
1369
Net Worth Advisory Group
Utah
$270K +$257K +1,389 New
SFC
1370
Strategic Financial Concepts
Texas
$270K -$199K -1,077 -44%
Koshinski Asset Management
1371
Koshinski Asset Management
Illinois
$269K – – –
NQWM
1372
Northwest Quadrant Wealth Management
Oregon
$269K +$1.11K +6 +0.4%
FAM
1373
Formidable Asset Management
Ohio
$269K – – –
HGWM
1374
Horst & Graben Wealth Management
Oregon
$268K +$3.52K +19 +1%
GSEP
1375
Golden State Equity Partners
California
$268K +$23K +124 +10%