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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
601
Ropes Wealth Advisors
Massachusetts
$527K +$129K +645 +35%
WWM
602
Western Wealth Management
Colorado
$521K -$22K -110 -4%
CAI
603
Capital Advisors Inc
Oklahoma
$519K
SWM
604
Segment Wealth Management
Texas
$516K
AB
605
Atlas Brown
Kentucky
$513K +$483K +2,422 New
CC
606
Courier Capital
New York
$511K -$10.4K -52 -2%
MFA
607
Mayflower Financial Advisors
Massachusetts
$508K +$478K +2,397 New
BFA
608
Beaumont Financial Advisors
Massachusetts
$502K +$86.8K +435 +22%
S
609
SignatureFD
Georgia
$501K -$4.99K -25 -1%
GRP
610
Global Retirement Partners
California
$501K +$21.6K +108 +5%
Betterment LLC
611
Betterment LLC
New York
$501K +$128K +641 +37%
SG
612
StoneX Group
New York
$493K -$200 -1 -0%
AA
613
Alesco Advisors
New York
$492K
CHP
614
Cable Hill Partners
Oregon
$487K
ERIM
615
Eagle Ridge Investment Management
Connecticut
$485K +$121K +605 +36%
ST
616
Sabal Trust
Florida
$483K +$235K +1,179 +107%
PPW
617
Parcion Private Wealth
Washington
$481K -$206K -1,034 -31%
VAG
618
VisionPoint Advisory Group
Texas
$479K -$257K -1,287 -36%
MA
619
MONECO Advisors
Connecticut
$478K -$301K -1,509 -40%
DC
620
Davenport & Co
Virginia
$478K -$17.6K -88 -4%
CIBC World Market
621
CIBC World Market
Ontario, Canada
$473K -$25.7K -129 -5%
DIM
622
Delta Investment Management
California
$473K +$1.2K +6 +0.3%
FHA
623
Flagship Harbor Advisors
Massachusetts
$460K
PAMG
624
Patton Albertson Miller Group
Tennessee
$452K
WIA
625
World Investment Advisors
California
$451K +$402K +2,012 New