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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEA
126
Legacy Edge Advisors
New York
$31M +$6.83M +35,599 +27%
HWM
127
HB Wealth Management
Georgia
$30.6M +$261K +1,360 +0.8%
CCM
128
Cullen Capital Management
New York
$30.2M +$31.3M +163,124 New
TPWA
129
TRUE Private Wealth Advisors
Oregon
$29.8M -$553K -2,882 -2%
CP
130
Covenant Partners
Tennessee
$28.5M +$1.4M +7,281 +5%
KeyBank National Association
131
KeyBank National Association
Ohio
$27.8M +$25.5K +133 +0.1%
AAS
132
Avantax Advisory Services
Texas
$27.7M +$14.5M +75,773 +102%
CA
133
Clearstead Advisors
Ohio
$27.5M -$14.5M -75,653 -34%
TPCW
134
TD Private Client Wealth
New York
$27.4M +$7.42M +38,686 +35%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$26.6M +$476K +2,484 +2%
Lido Advisors
136
Lido Advisors
California
$26.3M +$17.6M +91,602 +181%
CIAS
137
CFS Investment Advisory Services
New Jersey
$26.3M +$322K +1,681 +1%
Kayne Anderson Rudnick Investment Management
138
Kayne Anderson Rudnick Investment Management
California
$25.6M +$22.1M +114,958 +495%
PSP
139
Pacific Sage Partners
Washington
$25.5M +$742K +3,869 +3%
RWB
140
RMR Wealth Builders
New Jersey
$25.4M +$372K +1,940 +1%
SC
141
Savant Capital
Illinois
$25.3M -$380K -1,981 -1%
WA
142
Waverly Advisors
Alabama
$25.3M +$3.66M +19,092 +16%
NA
143
NewEdge Advisors
Louisiana
$25.1M +$5.06M +26,368 +24%
ANTB
144
AMG National Trust Bank
Colorado
$25M -$405K -2,114 -2%
Eagle Capital Management (New York)
145
Eagle Capital Management (New York)
New York
$24.8M +$25.7M +134,108 New
DAS
146
Dynamic Advisor Solutions
Arizona
$24.7M -$53.7K -280 -0.2%
CAL
147
Capital Advisors Ltd
Ohio
$24.2M +$57.4K +299 +0.2%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$23.9M +$14.9M +77,631 +151%
WC
149
Waterloo Capital
Texas
$23.7M +$677K +3,527 +3%
IC
150
IEQ Capital
California
$23.6M +$20M +104,329 +449%