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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
801
Madison Asset Management
Wisconsin
$322K +$314K +1,218 New
VFG
802
V2 Financial group
Illinois
$317K – – –
CNFG
803
Creegan & Nassoura Financial Group
New Hampshire
$317K – – –
SAM
804
Summit Asset Management
Tennessee
$317K – – –
WPC
805
Wedmont Private Capital
Pennsylvania
$316K +$315K +1,225 New
VCP
806
Vista Capital Partners
Oregon
$313K – – –
HTHT
807
Hemenway Trust Hemenway Trust
New Hampshire
$311K – – –
CIAS
808
CFS Investment Advisory Services
New Jersey
$310K +$319K +1,241 New
SBL
809
Sargent Bickham Lagudis
Colorado
$308K +$772 +3 +0.3%
AWM
810
AAF Wealth Management
Massachusetts
$308K +$515 +2 +0.2%
EWA
811
Encompass Wealth Advisors
Oregon
$307K – – –
IFAM
812
Institutional & Family Asset Management
Colorado
$306K – – –
HWM
813
Howard Wealth Management
Connecticut
$306K +$1.29K +5 +0.4%
EWM
814
EPG Wealth Management
Georgia
$305K – – –
BEAM
815
Baker Ellis Asset Management
Washington
$304K -$38.6K -150 -12%
PWMG
816
Provence Wealth Management Group
California
$304K +$296K +1,149 New
TI
817
Tidal Investments
Wisconsin
$303K – – –
GCP
818
Gill Capital Partners
Colorado
$301K +$1.54K +6 +0.5%
WGCA
819
Wolf Group Capital Advisors
Virginia
$301K +$293K +1,140 New
BCA
820
Bay Colony Advisors
Massachusetts
$297K +$515 +2 +0.2%
SI
821
Saxon Interests
Texas
$297K +$293K +1,140 New
IP
822
Isthmus Partners
Wisconsin
$296K – – –
PWP
823
Principle Wealth Partners
Connecticut
$295K -$92.4K -359 -24%
GWM
824
Greenhouse Wealth Management
Connecticut
$294K +$1.54K +6 +0.5%
BIM
825
Bridges Investment Management
Nebraska
$293K +$284K +1,105 New