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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
801
JPL Wealth Management
Colorado
$713K – – –
CF
802
Centaurus Financial
California
$710K -$10.4K -33 -2%
SWP
803
SIMA Wealth Partners
Virginia
$707K +$484K +1,543 +286%
PIA
804
Perennial Investment Advisors
California
$698K +$20.4K +65 +3%
CIBC World Market
805
CIBC World Market
Ontario, Canada
$697K – – –
DWA
806
Douglass Winthrop Advisors
New York
$693K -$28.9K -92 -4%
AWA
807
Acorn Wealth Advisors
Michigan
$692K – – –
Members Trust
808
Members Trust
Florida
$689K -$3.14K -10 -0.5%
ETC
809
Exchange Traded Concepts
Oklahoma
$689K +$637K +2,029 New
FWA
810
FORM Wealth Advisors
Wisconsin
$688K +$97K +309 +18%
BWL
811
Bogart Wealth LLC
Virginia
$685K +$123K +393 +24%
AG
812
AmeriFlex Group
Nevada
$683K -$23.2K -74 -4%
HWMG
813
Hurlow Wealth Management Group
Indiana
$682K – – –
HWM
814
Hohimer Wealth Management
Washington
$678K – – –
FB
815
Fulton Bank
Pennsylvania
$677K -$15.4K -49 -2%
PL
816
Parthenon LLC
Kentucky
$672K – – –
RP
817
Riverbridge Partners
Minnesota
$672K – – –
SAS
818
SMI Advisory Services
Indiana
$671K +$614K +1,957 New
SWGC
819
Summit Wealth Group (Colorado)
Colorado
$671K +$620K +1,975 New
AIA
820
Accelerate Investment Advisors
California
$670K +$62.5K +199 +11%
ASC
821
Atalanta Sosnoff Capital
New York
$669K -$812K -2,586 -57%
SPWG
822
Sage Private Wealth Group
Illinois
$669K +$101K +321 +19%
GCG
823
Gilbert Capital Group
Maine
$666K +$616K +1,962 New
SFS
824
Sowell Financial Services
Arkansas
$662K – – –
SSWM
825
Smith Salley Wealth Management
North Carolina
$662K – – –