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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
726
MassMutual Private Wealth & Trust
Connecticut
$973K -$19.7K -56 -2%
GIA
727
Gladstone Institutional Advisory
Florida
$965K -$1.41K -4 -0.2%
5W
728
5T Wealth
California
$964K +$109K +309 +13%
SFP
729
Shepherd Financial Partners
Massachusetts
$960K – – –
PCG
730
Prosperity Consulting Group
Maryland
$954K +$36.3K +103 +4%
TWM
731
Tradition Wealth Management
Minnesota
$953K -$25.7K -73 -3%
DDPIC
732
Deroy & Devereaux Private Investment Counsel
Michigan
$939K – – –
LC
733
LCNB Corp
Ohio
$937K +$247K +700 +38%
ACIM
734
Azimuth Capital Investment Management
Michigan
$934K -$19K -54 -2%
RWB
735
RMR Wealth Builders
New Jersey
$931K -$70.1K -199 -7%
Betterment LLC
736
Betterment LLC
New York
$928K -$147K -417 -14%
OAP
737
One Advisory Partners
Kansas
$925K -$2.47K -7 -0.3%
NG
738
Northstar Group
New York
$924K – – –
DWM
739
Dynasty Wealth Management
Florida
$923K -$2.25M -6,375 -72%
AWM
740
Apollon Wealth Management
South Carolina
$922K -$29.2K -83 -3%
WIA
741
Westbourne Investment Advisors
Maryland
$914K – – –
MWM
742
Modern Wealth Management
Kansas
$914K +$58.8K +167 +7%
PJWM
743
Philip James Wealth Mangement
Georgia
$900K -$533K -1,512 -38%
SS
744
Sunbelt Securities
Texas
$899K +$332K +944 +62%
RIA
745
Regal Investment Advisors
Michigan
$898K -$27.1K -77 -3%
CTC
746
Central Trust Company
Missouri
$898K – – –
FWP
747
Falcon Wealth Planning
California
$894K +$6.69K +19 +0.8%
CC
748
Courier Capital
New York
$893K -$9.51K -27 -1%
SA
749
Strategic Advisors
New York
$887K +$855K +2,427 New
SWP
750
ShoreHaven Wealth Partners
New Jersey
$886K -$51.1K -145 -6%