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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1801
BCS Wealth Management
Tennessee
– -$217K -1,172 Closed
CFSG
1802
Community Financial Services Group
Vermont
– -$215K -1,163 Closed
IPW
1803
Inlet Private Wealth
Florida
– -$204K -1,102 Closed
ACM
1804
Argent Capital Management
Missouri
– -$202K -1,091 Closed
KL
1805
KilterHowling LLC
Colorado
– -$207K -1,071 Closed
WWA
1806
Wingate Wealth Advisors
Massachusetts
– -$171K -926 Closed
CBT
1807
CoreFirst Bank & Trust
Kansas
– -$162K -877 Closed
PCWA
1808
Pacific Capital Wealth Advisors
California
– -$158K -853 Closed
EW
1809
Element Wealth
Mississippi
– -$119K -641 Closed
Federated Hermes
1810
Federated Hermes
Pennsylvania
– -$116K -624 Closed
KBFS
1811
Kohmann Bosshard Financial Services
Ohio
– -$110K -593 Closed
MSS
1812
Mitchell Sinkler & Starr
Pennsylvania
– -$79.6K -430 Closed
SIM
1813
Synergy Investment Management
Florida
– -$78.7K -425 Closed
CSPIA
1814
Cary Street Partners Investment Advisory
Virginia
– -$62.9K -340 Closed
RWS
1815
Retirement Wealth Solutions
Wisconsin
– -$61.9K -337 Closed
DP
1816
Denver PWM
Colorado
– -$58.6K -316 Closed
VWM
1817
Venturi Wealth Management
Texas
– -$56.7K -306 Closed
CJ
1818
Caitlin John
Michigan
– -$48.1K -260 Closed
AWM
1819
Aberdeen Wealth Management
Illinois
– -$37K -200 Closed
PWS
1820
Peterson Wealth Services
Utah
– -$32K -173 Closed
EBA
1821
Eagle Bay Advisors
New York
– -$31.7K -171 Closed
MFG
1822
Mendota Financial Group
Wisconsin
– -$30.4K -164 Closed
VHAM
1823
Van Hulzen Asset Management
California
– -$15K -81 Closed
MCM
1824
MidAtlantic Capital Management
Virginia
– -$8.89K -48 Closed
RA
1825
Ransom Advisory
Rhode Island
– -$8.33K -45 Closed