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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
501
Meridian Wealth Advisors
Texas
$383K – – –
SWM
502
Segment Wealth Management
Texas
$383K – – –
CWM
503
Chesapeake Wealth Management
Virginia
$382K +$10.6K +70 +3%
CAL
504
Capital Advisors Ltd
Ohio
$379K +$151 +1 +0%
BCWM
505
Bartlett & Co Wealth Management
Ohio
$372K -$3.02K -20 -0.8%
BC
506
Bartlett & Co
Ohio
$372K -$3.02K -20 -0.8%
HTC
507
Haverford Trust Company
Pennsylvania
$371K -$648K -4,286 -65%
KLI
508
Kelman-Lazarov Inc
Tennessee
$371K – – –
CHP
509
Cable Hill Partners
Oregon
$362K – – –
HCMT
510
Highland Capital Management (Tennessee)
Tennessee
$362K – – –
SWP
511
Strategic Wealth Partners
Ohio
$359K – – –
JG
512
Jefferies Group
New York
$346K +$1.36K +9 +0.4%
PW
513
Price Wealth
Texas
$345K – – –
MWM
514
Mission Wealth Management
California
$332K – – –
AWA
515
Acorn Wealth Advisors
Michigan
$329K – – –
FI
516
Financial Insights
Washington
$327K – – –
DIM
517
Delta Investment Management
California
$325K -$254K -1,681 -45%
PL
518
Parthenon LLC
Kentucky
$324K – – –
VFA
519
Voya Financial Advisors
Connecticut
$321K +$28.7K +190 +10%
ERIM
520
Eagle Ridge Investment Management
Connecticut
$318K +$7.71K +51 +3%
LA
521
LVW Advisors
New York
$308K – – –
PFA
522
Pure Financial Advisors
California
$308K +$296K +1,960 New
CAAS
523
Capital Asset Advisory Services
Michigan
$302K +$29.8K +197 +11%
Wealth Enhancement Advisory Services
524
Wealth Enhancement Advisory Services
Minnesota
$301K +$279K +1,845 New
AA
525
Ancora Advisors
Ohio
$300K – – –