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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
876
Pointe Capital Management
Michigan
$246K – – –
TCM
877
TD Capital Management
Tennessee
$246K +$3.09K +12 +1%
Betterment LLC
878
Betterment LLC
New York
$246K +$240K +932 New
WTB
879
Washington Trust Bank
Washington
$244K – – –
GC
880
Grimes & Company
Massachusetts
$244K +$11.6K +45 +5%
BIAS
881
Beacon Investment Advisory Services
New Jersey
$243K +$237K +920 New
AWP
882
Accretive Wealth Partners
New Jersey
$242K – – –
KWMG
883
King Wealth Management Group
Florida
$242K – – –
AMCA
884
Arthur M. Cohen & Associates
Illinois
$242K +$235K +914 New
BHIA
885
Birch Hill Investment Advisors
Massachusetts
$241K – – –
FWI
886
Facet Wealth Inc
Maryland
$240K -$2.57K -10 -1%
PFA
887
Pure Financial Advisors
California
$239K -$29.1K -113 -11%
BA
888
Bridgewater Advisors
New York
$239K – – –
CFD
889
Creative Financial Designs
Indiana
$239K – – –
HCM
890
Howland Capital Management
Massachusetts
$239K – – –
TCA
891
Transcend Capital Advisors
New Jersey
$239K – – –
HWA
892
Heartwood Wealth Advisors
Virginia
$238K – – –
VFIC
893
Valley Forge Investment Consultants
Pennsylvania
$238K – – –
MA
894
Mosaic Advisors
Texas
$238K +$232K +900 New
LFG
895
Larson Financial Group
Missouri
$237K +$515 +2 +0.2%
KWM
896
Kingsview Wealth Management
Oregon
$235K +$5.66K +22 +3%
FFA
897
Founders Financial Alliance
North Carolina
$234K -$5.15K -20 -2%
WCP
898
Wick Capital Partners
Pennsylvania
$234K +$228K +884 New
AWA
899
Arete Wealth Advisors
Illinois
$233K +$226K +879 New
PCS
900
Personal CFO Solutions
New Jersey
$233K +$227K +881 New