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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
1376
Prio Wealth Limited Partnership
Massachusetts
$208K +$200K +1,096 New
BIP
1377
Blue Investment Partners
California
$207K +$199K +1,092 New
FWP
1378
Falcon Wealth Planning
California
$207K +$199K +1,091 New
MGWA
1379
Monument Group Wealth Advisors
Massachusetts
$207K +$198K +1,089 New
RCA
1380
Resonant Capital Advisors
Wisconsin
$206K +$198K +1,087 New
BA
1381
Bluesphere Advisors
Pennsylvania
$206K +$198K +1,086 New
PIM
1382
Provident Investment Management
Michigan
$206K +$198K +1,085 New
VAF
1383
Values Added Financial
District of Columbia
$206K +$197K +1,083 New
SIAG
1384
Safeguard Investment Advisory Group
California
$205K +$197K +1,080 New
CFS
1385
Cannon Financial Strategists
Georgia
$204K -$369K -2,023 -65%
Luther King Capital Management (LKCM)
1386
Luther King Capital Management (LKCM)
Texas
$204K – – –
EC
1387
Eaton-Cambridge
Arizona
$203K +$195K +1,069 New
TPWM
1388
Twelve Points Wealth Management
Massachusetts
$202K +$194K +1,066 New
KL
1389
KilterHowling LLC
Colorado
$202K +$194K +1,065 New
CF
1390
Convergence Financial
Missouri
$202K +$193K +1,062 New
PC
1391
Pecaut & Co
Iowa
$201K +$193K +1,059 New
TWM
1392
Tanglewood Wealth Management
Texas
$201K +$193K +1,057 New
BIG
1393
Builder Investment Group
Georgia
$200K +$192K +1,055 New
TCM
1394
Tandem Capital Management
New Jersey
$200K +$192K +1,055 New
LIA
1395
Luken Investment Analytics
Tennessee
$199K – – –
CSB
1396
City State Bank
Iowa
$193K – – –
BIC
1397
Beach Investment Counsel
Pennsylvania
$190K – – –
VAMG
1398
Voisard Asset Management Group
Michigan
$189K – – –
FCMT
1399
Founders Capital Management (Texas)
Texas
$187K – – –
TFM
1400
TFC Financial Management
Massachusetts
$187K – – –