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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
926
Summit Asset Management
Tennessee
$520K – – –
CA
927
Clune & Associates
Illinois
$520K +$1.41K +4 +0.3%
AWA
928
Arbor Wealth Advisors
Michigan
$519K – – –
FWP
929
FAS Wealth Partners
Kansas
$518K -$704 -2 -0.1%
PCM
930
Pennsylvania Capital Management
Pennsylvania
$518K – – –
LFA
931
LGT Financial Advisors
Texas
$515K -$1.76K -5 -0.4%
BWP
932
BSW Wealth Partners
Colorado
$514K – – –
First Manhattan
933
First Manhattan
New York
$513K – – –
RA
934
Ruggaard & Associates
Ohio
$513K -$352 -1 -0.1%
APG
935
Abacus Planning Group
South Carolina
$512K -$51.1K -145 -9%
GWSA
936
Global Wealth Strategies & Associates
Colorado
$512K – – –
BCM
937
Becker Capital Management
Oregon
$509K +$490K +1,392 New
FNB
938
Farmers National Bank
Kentucky
$509K -$39.4K -112 -7%
TCM
939
TD Capital Management
Tennessee
$507K +$352 +1 +0.1%
CGA
940
Crescent Grove Advisors
Illinois
$507K +$138K +393 +40%
CCB
941
Country Club Bank
Missouri
$505K -$28.5K -81 -6%
PCM
942
Pointe Capital Management
Michigan
$503K – – –
BFA
943
Beaumont Financial Advisors
Massachusetts
$500K +$352 +1 +0.1%
FPW
944
Flagship Private Wealth
Massachusetts
$500K -$101K -287 -17%
CCG
945
Chatham Capital Group
Georgia
$496K – – –
NA
946
Nestegg Advisors
New York
$494K -$5.64K -16 -1%
PWM
947
Partners Wealth Management
California
$494K – – –
ZIM
948
Zacks Investment Management
Illinois
$493K +$704 +2 +0.1%
CA
949
Claro Advisors
Massachusetts
$492K -$36.6K -104 -7%
PCH
950
PGIM Custom Harvest
New Jersey
$492K +$105K +298 +28%