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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
851
Ruggaard & Associates
Ohio
$448K -$110K -400 -20%
AIA
852
Alera Investment Advisors
Illinois
$446K – – –
HCP
853
Holt Capital Partners
Texas
$442K – – –
PMFA
854
Plante Moran Financial Advisors
Michigan
$442K – – –
PWLP
855
Prio Wealth Limited Partnership
Massachusetts
$439K -$11K -40 -3%
MAS
856
Madden Advisory Services
Florida
$439K – – –
PCP
857
Proficio Capital Partners
Massachusetts
$438K +$417K +1,520 New
SIA
858
Schechter Investment Advisors
Michigan
$437K +$416K +1,518 New
GC
859
Grimes & Company
Massachusetts
$436K +$1.37K +5 +0.3%
GI
860
GLOBALT Investments
Georgia
$436K – – –
SL
861
Sentry LLC
Tennessee
$430K +$274 +1 +0.1%
TWM
862
Thrive Wealth Management
Pennsylvania
$429K -$42.8K -156 -9%
AWM
863
AAF Wealth Management
Massachusetts
$422K +$822 +3 +0.2%
DAS
864
Diversify Advisory Services
Utah
$414K +$395K +1,442 New
AMG
865
Asset Management Group
Connecticut
$413K +$1.1K +4 +0.3%
GKWIM
866
Gerber Kawasaki Wealth & Investment Management
California
$413K +$393K +1,435 New
FWP
867
FAS Wealth Partners
Kansas
$413K -$1.37K -5 -0.3%
TCM
868
TD Capital Management
Tennessee
$410K +$16.4K +60 +4%
MAM
869
Meeder Asset Management
Ohio
$406K – – –
BWP
870
BSW Wealth Partners
Colorado
$405K – – –
GWSA
871
Global Wealth Strategies & Associates
Colorado
$403K – – –
TBC
872
Ted Buchan & Co
California
$402K – – –
TW
873
TritonPoint Wealth
Maryland
$402K +$152K +556 +36%
Vanguard Personalized Indexing Management
874
Vanguard Personalized Indexing Management
California
$399K +$143K +523 +61%
PPP
875
Private Portfolio Partners
New Jersey
$399K – – –