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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1951
LJI Wealth Management
Indiana
– -$413K -1,962 Closed
WS
1952
Wilian Securities
Minnesota
– -$374K -1,776 Closed
CFA
1953
CWS Financial Advisors
Michigan
– -$365K -1,735 Closed
KMWM
1954
Keudell/Morrison Wealth Management
Oregon
– -$348K -1,654 Closed
Belvedere Trading
1955
Belvedere Trading
Illinois
– -$347K -1,652 Closed
JAG
1956
Journey Advisory Group
Kentucky
– -$326K -1,550 Closed
AIMC
1957
Alley Investment Management Company
Illinois
– -$325K -1,545 Closed
FFG
1958
Foundry Financial Group
New Hampshire
– -$299K -1,422 Closed
TCM
1959
Traynor Capital Management
Pennsylvania
– -$298K -1,416 Closed
GSC
1960
Ground Swell Capital
South Carolina
– -$297K -1,411 Closed
BWM
1961
BCS Wealth Management
Tennessee
– -$286K -1,358 Closed
EFN
1962
Equita Financial Network
Pennsylvania
– -$281K -1,334 Closed
SWMP
1963
Signature Wealth Management Partners
New Jersey
– -$279K -1,325 Closed
LFA
1964
Legacy Financial Advisors
Kentucky
– -$275K -1,308 Closed
GFA
1965
Gallagher Fiduciary Advisors
Illinois
– -$271K -1,291 Closed
FFS
1966
Founders Financial Securities
Maryland
– -$258K -1,226 Closed
BPFA
1967
Barnes Pettey Financial Advisors
Mississippi
– -$257K -1,223 Closed
SNBOSD
1968
Security National Bank of So Dak
Iowa
– -$255K -1,214 Closed
FRA
1969
Frank Rimerman Advisors
California
– -$254K -1,208 Closed
FAC
1970
Financial Advisory Corporation
Michigan
– -$245K -1,165 Closed
LCGC
1971
Legacy Capital Group California
California
– -$242K -1,151 Closed
LWAM
1972
Legacy Wealth Asset Management
Minnesota
– -$241K -1,148 Closed
NFA
1973
Northern Financial Advisors
Michigan
– -$239K -1,134 Closed
CWM
1974
Collaborative Wealth Management
Florida
– -$237K -1,126 Closed
MNA
1975
Manning & Napier Advisors
New York
– -$237K -1,117 Closed