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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFWA
126
LBJ Family Wealth Advisors
Texas
$28.1M -$251K -1,628 -0.9%
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$27.5M -$78.1K -506 -0.3%
TPWA
128
TRUE Private Wealth Advisors
Oregon
$27.3M +$2.57M +16,659 +11%
CP
129
Coho Partners
Pennsylvania
$27M +$24.9M +161,374 +7,125%
BCI
130
Brinker Capital Investments
Pennsylvania
$26.7M +$13.4M +86,904 +118%
OPS
131
Orion Portfolio Solutions
Nebraska
$26.7M +$13.4M +86,904 +118%
HWM
132
HB Wealth Management
Georgia
$26.4M +$14.2M +91,942 +136%
KeyBank National Association
133
KeyBank National Association
Ohio
$25.7M -$50.8K -329 -0.2%
TPCW
134
TD Private Client Wealth
New York
$25.5M +$5.32M +34,432 +29%
Boston Partners
135
Boston Partners
Massachusetts
$24.4M +$13.3M +86,277 +140%
LL
136
LWMG LLC
Minnesota
$23.7M +$3.42M +22,177 +18%
ANTB
137
AMG National Trust Bank
Colorado
$23.7M -$39.5K -256 -0.2%
TWM
138
Tradition Wealth Management
Minnesota
$23.4M +$10K +65 +0.1%
CP
139
Covenant Partners
Tennessee
$22.6M +$567K +3,673 +3%
RWB
140
RMR Wealth Builders
New Jersey
$22.5M +$1.38M +8,913 +7%
DAS
141
Dynamic Advisor Solutions
Arizona
$22.3M +$849K +5,496 +4%
SC
142
Savant Capital
Illinois
$22.2M -$701K -4,538 -3%
WA
143
Waverly Advisors
Alabama
$22.2M +$67.8K +439 +0.3%
RVPG
144
Relative Value Partners Group
$22.1M -$1.47M -9,535 -7%
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$22.1M +$11.5M +74,622 +127%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$21.9M +$424K +2,746 +2%
CI
147
CX Institutional
Indiana
$21.7M +$366K +2,368 +2%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$21.4M -$2.73M -17,660 -12%
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$21.4M +$3.9M +25,234 +24%
CAL
150
Capital Advisors Ltd
Ohio
$21.3M +$311K +2,012 +2%