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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
851
Affiance Financial
Minnesota
$106K – – –
PPWM
852
PFG Private Wealth Management
Florida
$105K +$108K +434 New
BMD
853
Better Money Decisions
New Mexico
$100K +$249 +1 +0.2%
Vontobel Holding
854
Vontobel Holding
Switzerland
$92K +$19.4K +78 +26%
EWM
855
Evermay Wealth Management
Virginia
$91K – – –
LWP
856
Lumature Wealth Partners
Georgia
$90K – – –
IF
857
Ironwood Financial
Arizona
$83K +$9.94K +40 +13%
AF
858
Advisornet Financial
Minnesota
$77K -$103K -416 -57%
EWM
859
Endurance Wealth Management
Rhode Island
$77K +$59.7K +240 +300%
LWM
860
Liberty Wealth Management
California
$74K +$75.8K +305 New
BBHC
861
Brown Brothers Harriman & Co
New York
$73K – – –
COCM
862
Charter Oak Capital Management
New Hampshire
$73K – – –
PCFFS
863
Pacific Center for Financial Services
California
$69K – – –
CT
864
Caldwell Trust
Florida
$67.9K – – –
Legal & General Group
865
Legal & General Group
United Kingdom
$66K – – –
FA
866
Faithward Advisors
Pennsylvania
$65K +$42K +169 +169%
RPCA
867
Running Point Capital Advisors
California
$63K – – –
CWA
868
Clearview Wealth Advisors
Oregon
$63K +$249 +1 +0.4%
HWA
869
HHM Wealth Advisors
Tennessee
$62K – – –
RDFA
870
Ritter Daniher Financial Advisory
Ohio
$61K – – –
AIM
871
Anchor Investment Management
South Carolina
$59.7K – – –
CI
872
CX Institutional
Indiana
$59K +$60.9K +245 New
FF
873
FourThought Financial
Florida
$58K – – –
TCM
874
Tanaka Capital Management
New York
$57K – – –
JWM
875
Janiczek Wealth Management
Colorado
$56K -$8.45K -34 -13%