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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bogart Wealth LLC
826
Bogart Wealth LLC
Virginia
$720K – – –
CCFM
827
Clear Creek Financial Management
Washington
$717K +$34.3K +92 +5%
CPG
828
Cornerstone Planning Group
New Jersey
$716K +$28.7K +77 +4%
HWMG
829
Hurlow Wealth Management Group
Indiana
$716K – – –
Azimuth Capital Investment Management
830
Azimuth Capital Investment Management
Michigan
$715K -$162K -435 -18%
HWM
831
Hohimer Wealth Management
Washington
$714K -$20.5K -55 -3%
Douglass Winthrop Advisors
832
Douglass Winthrop Advisors
New York
$710K – – –
TCA
833
Transcend Capital Advisors
New Jersey
$707K -$379K -1,017 -34%
BTD
834
BankPlus Trust Department
Mississippi
$707K -$31.3K -84 -4%
Dynasty Wealth Management
835
Dynasty Wealth Management
Florida
$706K -$203K -546 -22%
PL
836
Parthenon LLC
Kentucky
$706K – – –
Riverbridge Partners
837
Riverbridge Partners
Minnesota
$706K – – –
NG
838
Norden Group
Utah
$703K +$373 +1 +0.1%
PFP
839
Paragon Financial Partners
California
$700K +$3.73K +10 +0.5%
Central Trust Company
840
Central Trust Company
Missouri
$696K -$3.35K -9 -0.5%
PGFG
841
Pine Grove Financial Group
Minnesota
$696K +$114K +307 +19%
PIA
842
Perennial Investment Advisors
California
$695K -$17.9K -48 -2%
BFA
843
Buttonwood Financial Advisors
Maryland
$695K -$49.9K -134 -6%
Smith Salley Wealth Management
844
Smith Salley Wealth Management
North Carolina
$695K – – –
SIA
845
Soltis Investment Advisors
Utah
$691K +$67.1K +180 +10%
Eastern Bank
846
Eastern Bank
Massachusetts
$687K – – –
BIP Wealth
847
BIP Wealth
Georgia
$686K – – –
SPWG
848
Sage Private Wealth Group
Illinois
$686K -$92.4K -248 -11%
Sax Wealth Advisors
849
Sax Wealth Advisors
New Jersey
$686K – – –
1SB
850
1ST Source Bank
Indiana
$685K +$241K +647 +51%