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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
851
Pinnacle Associates
New York
$314K – – –
CWM
852
Congress Wealth Management
Massachusetts
$311K -$10.4K -45 -3%
ACM
853
Ardent Capital Management
Ohio
$309K – – –
BFC
854
Bedel Financial Consulting
Indiana
$308K +$26.9K +117 +10%
Deutsche Bank
855
Deutsche Bank
Germany
$302K +$19.6K +85 +7%
AWP
856
Abacus Wealth Partners
California
$301K +$3.22K +14 +1%
ESB
857
Essex Savings Bank
Connecticut
$301K – – –
VCP
858
Vista Capital Partners
Oregon
$300K – – –
MWPCG
859
Measured Wealth Private Client Group
New Hampshire
$300K +$283K +1,231 New
LC
860
LCNB Corp
Ohio
$300K – – –
First Manhattan
861
First Manhattan
New York
$298K – – –
AB
862
Atlas Brown
Kentucky
$298K – – –
BOSSRA
863
B.O.S.S. Retirement Advisors
Utah
$297K +$281K +1,219 New
MCM
864
Maple Capital Management
Vermont
$294K +$278K +1,208 New
CNFG
865
Creegan & Nassoura Financial Group
New Hampshire
$292K – – –
SAM
866
Summit Asset Management
Tennessee
$292K – – –
VFG
867
V2 Financial group
Illinois
$292K – – –
CW
868
CreativeOne Wealth
Kansas
$291K +$20.5K +89 +8%
WCWM
869
Willow Creek Wealth Management
California
$290K -$11.7K -51 -4%
CTWM
870
Cherry Tree Wealth Management
Minnesota
$290K +$274K +1,188 New
AC
871
AlphaCore Capital
California
$289K -$39.6K -172 -13%
HTHT
872
Hemenway Trust Hemenway Trust
New Hampshire
$286K – – –
EFS
873
Essex Financial Services
Connecticut
$284K – – –
EWA
874
Encompass Wealth Advisors
Oregon
$283K – – –
EWM
875
EPG Wealth Management
Georgia
$281K – – –