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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPG
226
Jordan Park Group
California
$4.69M
WAM
227
Wealthspire Advisors (Maryland)
Maryland
$4.69M +$17.4K +102 +0.4%
TPCW
228
TD Private Client Wealth
New York
$4.66M +$4.46M +26,143 New
FB
229
Fulton Bank
Pennsylvania
$4.61M -$505K -2,958 -10%
ITIM
230
Indiana Trust & Investment Management
Indiana
$4.55M
PCMC
231
Private Capital Management (Colorado)
Colorado
$4.44M
FPCP
232
Fort Point Capital Partners
California
$4.44M -$6.83K -40 -0.2%
CWA
233
Capital Wealth Alliance
Arizona
$4.42M +$4.23M +24,765 New
SWP
234
Summit Wealth Partners
Florida
$4.36M +$4.17M +24,456 New
VFA
235
Valeo Financial Advisors
Indiana
$4.34M -$55.8K -327 -1%
Neuberger Berman Group
236
Neuberger Berman Group
New York
$4.3M +$1.54M +9,048 +60%
NIA
237
Northstar Investment Advisors
Colorado
$4.15M -$31.7K -186 -0.8%
CA
238
Clearstead Advisors
Ohio
$4.12M +$3.24K +19 +0.1%
Cerity Partners
239
Cerity Partners
New York
$4.09M +$92.8K +544 +2%
AWM
240
AE Wealth Management
Kansas
$4.08M +$3.04M +17,817 +352%
CF
241
Corrigan Financial
Rhode Island
$3.83M -$108K -633 -3%
CIC
242
Chilton Investment Company
Connecticut
$3.79M
AAS
243
Avantax Advisory Services
Texas
$3.75M +$3.3M +19,313 +1,124%
NC
244
NewSquare Capital
Pennsylvania
$3.71M +$57.2K +335 +2%
RBC
245
Roble Belko & Company
Pennsylvania
$3.66M -$51.4K -301 -1%
KA
246
Klingman & Associates
New York
$3.57M +$6.83K +40 +0.2%
PBO
247
Peoples Bank (Ohio)
Ohio
$3.49M -$111K -653 -3%
MCM
248
MV Capital Management
Maryland
$3.48M -$29.9K -175 -0.9%
EFSCE
249
Enterprise Financial Services Corp (EFSC)
Missouri
$3.46M +$219K +1,283 +7%
MG
250
McCutchen Group
Washington
$3.43M +$24.9K +146 +0.8%