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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
1701
Moisand Fitzgerald Tamayo
Florida
$160K – – –
CPG
1702
Cornerstone Planning Group
New Jersey
$160K -$66.9K -324 -31%
GWS
1703
Greykasell Wealth Strategies
California
$159K +$826 +4 +0.5%
CF
1704
Centaurus Financial
California
$158K -$12.8K -62 -8%
EPAM
1705
Evelyn Partners Asset Management
$157K – – –
FPF
1706
First Pacific Financial
Washington
$156K +$207 +1 +0.1%
KFAS
1707
Keating Financial Advisory Services
Kansas
$156K +$153K +740 New
WWA
1708
Wealth Watch Advisors
Colorado
$154K +$35.5K +172 +31%
Hills Bank & Trust
1709
Hills Bank & Trust
Iowa
$152K – – –
USB
1710
Union Savings Bank
Connecticut
$149K +$146K +708 New
SFC
1711
SYM Financial Corp
Indiana
$146K +$34.7K +168 +32%
AFC
1712
Ares Financial Consulting
California
$143K +$140K +679 New
Ariel Investments
1713
Ariel Investments
Illinois
$141K +$138K +668 New
VC
1714
Vestor Capital
Illinois
$139K +$201K +971 +147%
PP
1715
Pacifica Partners
Canada
$139K – – –
SIP
1716
Sellwood Investment Partners
Oregon
$139K – – –
HPWM
1717
High Point Wealth Management
New Jersey
$139K +$136K +659 New
CSC
1718
Caldwell Sutter Capital
California
$137K – – –
CFD
1719
Creative Financial Designs
Indiana
$132K – – –
MG
1720
MilWealth Group
Wisconsin
$130K – – –
Schroder Investment Management Group
1721
Schroder Investment Management Group
United Kingdom
$126K -$207K -1,000 -63%
CAIM
1722
Catherine Avery Investment Management
Florida
$125K – – –
SWM
1723
SHP Wealth Management
Massachusetts
$124K +$121K +587 New
MDCM
1724
Morgan Dempsey Capital Management
Wisconsin
$124K +$6.2K +30 +5%
WAG
1725
Windsor Advisory Group
Ohio
$123K -$135K -652 -53%