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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
401
Dakota Wealth Management
Florida
$4.11M -$325K -820 -8%
MWC
402
MKD Wealth Coaches
Michigan
$4.1M – – –
HHRDM
403
H&H Retirement Design & Management
Nevada
$4.1M +$283K +713 +7%
Luther King Capital Management (LKCM)
404
Luther King Capital Management (LKCM)
Texas
$4.09M – – –
PRAG
405
Portfolio Resources Advisor Group
Florida
$4.06M -$1.25M -3,164 -24%
EK
406
Evensky & Katz
Florida
$4.02M +$396 +1 +0%
HCA
407
Harbour Capital Advisors
Virginia
$4.02M -$297K -750 -7%
AWM
408
AE Wealth Management
Kansas
$3.99M +$942K +2,378 +32%
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$3.95M – – –
BW
410
BIP Wealth
Georgia
$3.94M +$3.05M +7,692 +400%
GCM
411
G2 Capital Management
Ohio
$3.92M +$396 +1 +0%
GWANC
412
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.91M -$193K -488 -5%
HTC
413
Haverford Trust Company
Pennsylvania
$3.91M – – –
KCP
414
Kera Capital Partners
California
$3.9M +$44.4K +112 +1%
RSS
415
Rosenblum Silverman Sutton
California
$3.89M +$290K +731 +8%
MW
416
Members Wealth
Pennsylvania
$3.89M +$422K +1,066 +13%
FA
417
Fountainhead AM
New Jersey
$3.88M -$986K -2,488 -21%
PWP
418
Precedent Wealth Partners
Texas
$3.87M -$74.1K -187 -2%
EIP
419
Ellis Investment Partners
Pennsylvania
$3.83M +$137K +345 +4%
SL
420
StoryOne LLC
Kansas
$3.73M +$3.61M +9,116 New
AA
421
Ashford Advisors
New York
$3.73M – – –
WF
422
Welch & Forbes
Massachusetts
$3.7M – – –
LI
423
LMCG Investments
Massachusetts
$3.68M -$109K -275 -3%
CFGA
424
Cambridge Financial Group (Arizona)
Arizona
$3.67M -$547K -1,381 -13%
MCM
425
Mainstay Capital Management
Michigan
$3.63M -$53.9K -136 -2%