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iShares Russell 1000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
176
TD Ameritrade Investment Management
Nebraska
$17M -$1.75M -11,706 -9%
FMWA
177
Forvis Mazars Wealth Advisors
Missouri
$16.7M +$190K +1,269 +1%
KP
178
Keel Point
Alabama
$16.4M -$107K -718 -0.7%
WSTAM
179
Wilbanks Smith & Thomas Asset Management
Virginia
$16.3M +$831K +5,553 +5%
CCB
180
Country Club Bank
Missouri
$16.3M -$1.8M -11,994 -10%
HSA
181
HBK Sorce Advisory
Pennsylvania
$16M +$7.5M +50,083 +90%
ACA
182
Anchor Capital Advisors
Massachusetts
$16M -$5.51M -36,784 -26%
UB
183
UMB Bank
Missouri
$15.9M +$127K +847 +0.8%
LC
184
Lindbrook Capital
California
$15.9M -$774K -5,173 -5%
SXL
185
Summit X LLC
Missouri
$15.6M +$9.07M +60,568 +130%
LAM
186
Lyrical Asset Management
New York
$15.2M +$16.5M +110,351 +6,274%
Citadel Advisors
187
Citadel Advisors
Florida
$15M +$745K +4,975 +5%
AWS
188
Atria Wealth Solutions
New York
$14.9M +$4.49K +30 +0%
CWC
189
Carolinas Wealth Consulting
North Carolina
$14.8M +$601K +4,014 +4%
GT
190
Glenmede Trust
Pennsylvania
$14.8M +$3.09M +20,636 +27%
GIA
191
GHP Investment Advisors
Colorado
$14.8M -$483K -3,226 -3%
BWCS
192
Beirne Wealth Consulting Services
Connecticut
$14.7M -$60.4M -403,391 -81%
IIC
193
Integrated Investment Consultants
Michigan
$14.6M -$3.85M -25,710 -21%
CI
194
Cambiar Investors
Colorado
$14.5M +$9.22M +61,570 +180%
HCC
195
Hirtle Callaghan & Co
Pennsylvania
$14M -$4.06M -27,114 -23%
WANY
196
Wealthspire Advisors (New York)
New York
$13.9M +$130K +866 +1%
CF
197
Copperwynd Financial
Arizona
$13.5M -$434K -2,899 -3%
EWA
198
EP Wealth Advisors
California
$13.4M -$481K -3,213 -4%
BCM
199
BTC Capital Management
Iowa
$13.4M -$1.47M -9,853 -10%
HTC
200
Haverford Trust Company
Pennsylvania
$13.3M +$81.7K +546 +0.6%