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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
251
Jackson Wealth Management
Florida
$3.29M +$1.57M +9,727 +103%
SFA
252
Sequoia Financial Advisors
Ohio
$3.22M +$2.34M +14,440 +333%
Cerity Partners
253
Cerity Partners
New York
$3.22M -$663K -4,101 -18%
FPCP
254
Fort Point Capital Partners
California
$3.21M +$97.1K +600 +3%
MAFM
255
Mid Atlantic Financial Management
Pennsylvania
$3.18M +$564K +3,489 +23%
MG
256
McCutchen Group
Washington
$3.17M -$63.1K -390 -2%
CWM
257
Confluence Wealth Management
Oregon
$3.15M -$89.8K -555 -3%
WAM
258
Wealthspire Advisors (Maryland)
Maryland
$3.13M -$49.5K -306 -2%
HCIA
259
Hochman Cole Investment Advisors
Illinois
$3.1M -$50.3K -311 -2%
MFT
260
Moisand Fitzgerald Tamayo
Florida
$3.1M -$12.1K -75 -0.4%
CF
261
Corrigan Financial
Rhode Island
$3.05M -$495K -3,062 -15%
LGWM
262
Litman Gregory Wealth Management
California
$3.04M -$10.2K -63 -0.4%
LWAC
263
Laurel Wealth Advisors (California)
California
$3.04M +$73K +451 +3%
HCA
264
Harbour Capital Advisors
Virginia
$3.03M
CWM
265
Cranbrook Wealth Management
Michigan
$2.96M +$558K +3,448 +25%
PBO
266
Peoples Bank (Ohio)
Ohio
$2.95M -$147K -910 -5%
AAS
267
Avantax Advisory Services
Texas
$2.93M -$3.65M -22,578 -57%
FMWA
268
Forvis Mazars Wealth Advisors
Missouri
$2.92M +$838K +5,180 +44%
EPWM
269
Essex Private Wealth Management
Massachusetts
$2.9M +$176K +1,085 +7%
FWM
270
Frontier Wealth Management
Missouri
$2.9M -$51.9K -321 -2%
Bank of Montreal
271
Bank of Montreal
Ontario, Canada
$2.79M -$2.81M -17,346 -52%
MFG
272
Magnus Financial Group
New York
$2.77M -$62.9M -388,860 -96%
CWA
273
Capital Wealth Alliance
Arizona
$2.76M -$37.4K -231 -1%
HB
274
Homrich & Berg
Georgia
$2.75M +$458K +2,833 +21%
Natixis Advisors
275
Natixis Advisors
Massachusetts
$2.73M -$976K -6,030 -27%