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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1601
Marshall Investment Management
Colorado
$51.7K – – –
OL
1602
one8zero8 LLC
North Carolina
$50.6K – – –
NSIM
1603
North Star Investment Management
Illinois
$50.5K – – –
PIP
1604
Peachtree Investment Partners
Florida
$49.9K – – –
CWM
1605
Centricity Wealth Management
Ohio
$47K – – –
HWA
1606
HHM Wealth Advisors
Tennessee
$46.9K – – –
RA
1607
Rise Advisors
New York
$46.6K +$190 +1 +0.4%
CT
1608
Caldwell Trust
Florida
$46.5K +$47K +247 New
T
1609
Tidemark
California
$45.9K – – –
CPG
1610
Cornerstone Planning Group
New Jersey
$45.1K -$13.5K -71 -22%
GFPC
1611
Global Financial Private Client
Florida
$44.2K – – –
CPA
1612
Compass Planning Associates
Massachusetts
$44K -$108K -566 -71%
NECFA
1613
New England Capital Financial Advisors
Connecticut
$43.7K – – –
VNA
1614
Valley National Advisers
Pennsylvania
$42K – – –
RCM
1615
Richardson Capital Management
Wisconsin
$42K +$15.2K +80 +56%
MIA
1616
Milestone Investment Advisors
Wisconsin
$41K +$41.5K +218 New
JFG
1617
JDM Financial Group
Texas
$40.8K +$190 +1 +0.5%
CCM
1618
Chilton Capital Management
Texas
$40.6K +$5.33K +28 +15%
NEWAS
1619
N.E.W. Advisory Services
Wisconsin
$40.6K +$41.1K +216 New
Amundi
1620
Amundi
France
$39.6K +$9.14K +48 +30%
VWM
1621
Valley Wealth Managers
New Jersey
$39.5K +$17.5K +92 +78%
FFA
1622
Frazier Financial Advisors
Ohio
$39K – – –
AWM
1623
Abound Wealth Management
Tennessee
$38.2K +$190 +1 +0.5%
PWMG
1624
Prestige Wealth Management Group
New Jersey
$37.8K -$30.5K -160 -44%
CCMI
1625
Creative Capital Management Investments
California
$37.6K +$38.1K +200 New