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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJWM
1001
Gilliland Jeter Wealth Management
Arkansas
$356K – – –
CTWM
1002
Cherry Tree Wealth Management
Minnesota
$355K – – –
PPC
1003
Park Place Capital
Alabama
$352K +$354K +1,093 New
PFGIA
1004
Patriot Financial Group Insurance Agency
Massachusetts
$348K +$350K +1,081 New
MW
1005
Marcum Wealth
Ohio
$347K +$7.13K +22 +2%
EWA
1006
Encompass Wealth Advisors
Oregon
$346K – – –
FM
1007
Foster & Motley
Ohio
$343K -$34K -105 -9%
FFG
1008
Fortress Financial Group
Minnesota
$343K +$345K +1,064 New
TCM
1009
Telos Capital Management
California
$342K +$324 +1 +0.1%
WAM
1010
Wernau Asset Management
Massachusetts
$341K +$343K +1,060 New
SOAG
1011
Silver Oak Advisory Group
Oregon
$341K – – –
EWA
1012
EverSource Wealth Advisors
Alabama
$341K +$173K +533 +102%
EE
1013
EWG Elevate
California
$339K – – –
IAG
1014
Investmark Advisory Group
Connecticut
$339K +$972 +3 +0.3%
MTIC
1015
Missouri Trust & Investment Company
Missouri
$338K – – –
HP
1016
Holistic Planning
Texas
$338K +$15.9K +49 +5%
BWCS
1017
Beirne Wealth Consulting Services
Connecticut
$338K +$648 +2 +0.2%
RW
1018
Rockport Wealth
Ohio
$338K – – –
KWS
1019
Keystone Wealth Services
California
$337K +$324 +1 +0.1%
WA
1020
WestEnd Advisors
North Carolina
$337K +$85.5K +264 +34%
NCFG
1021
New Century Financial Group
New Jersey
$336K +$972 +3 +0.3%
LKWM
1022
Lee-Kelleher Wealth Management
Maryland
$336K +$338K +1,043 New
MWP
1023
Madison Wealth Partners
Wisconsin
$336K +$324 +1 +0.1%
FFC
1024
Frederick Financial Consultants
Maryland
$335K +$337K +1,041 New
SI
1025
Saxon Interests
Texas
$333K – – –