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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
926
BSW Wealth Partners
Colorado
$431K – – –
LBC
927
Lowe Brockenbrough & Co
Virginia
$431K -$469K -1,450 -51%
ICP
928
Interchange Capital Partners
Pennsylvania
$431K +$454K +1,404 New
GWSA
929
Global Wealth Strategies & Associates
Colorado
$429K – – –
TCM
930
TD Capital Management
Tennessee
$425K -$647 -2 -0.1%
PCM
931
Pointe Capital Management
Michigan
$422K – – –
AIA
932
AssuredPartners Investment Advisors
Florida
$421K +$12K +37 +3%
NA
933
Nestegg Advisors
New York
$419K +$323 +1 +0.1%
BFA
934
Beaumont Financial Advisors
Massachusetts
$419K -$84.1K -260 -16%
CCG
935
Chatham Capital Group
Georgia
$417K – – –
FW
936
FullCircle Wealth
Texas
$416K +$203K +628 +84%
MWM
937
Mittelman Wealth Management
Massachusetts
$415K +$970 +3 +0.2%
AWA
938
Arete Wealth Advisors
Illinois
$415K +$26.5K +82 +6%
PWM
939
Partners Wealth Management
California
$415K – – –
Zacks Investment Management
940
Zacks Investment Management
Illinois
$414K +$48.8K +151 +13%
Fayez Sarofim & Co
941
Fayez Sarofim & Co
Texas
$413K +$203K +627 +87%
Madison Asset Management
942
Madison Asset Management
Wisconsin
$409K -$599K -1,854 -58%
NC
943
Napatree Capital
Rhode Island
$408K -$18.8K -58 -4%
PAMG
944
Patton Albertson Miller Group
Tennessee
$401K – – –
Geneos Wealth Management
945
Geneos Wealth Management
Colorado
$400K -$33.6K -104 -7%
CCFCSB
946
Cape Cod Five Cents Savings Bank
Massachusetts
$400K – – –
CAWM
947
Capital Advisors Wealth Management
Washington
$399K +$52.7K +163 +14%
WIA
948
Wetzel Investment Advisors
Indiana
$398K – – –
Ameritas Advisory Services
949
Ameritas Advisory Services
Nebraska
$398K – – –
PTC
950
Private Trust Company
Ohio
$397K – – –