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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1076
Concurrent Investment Advisors
Florida
$317K +$293K +934 New
SI
1077
Saxon Interests
Texas
$317K – – –
Deutsche Bank
1078
Deutsche Bank
Germany
$316K -$54.6K -174 -16%
BA
1079
Bristlecone Advisors
Washington
$316K – – –
RIL
1080
Rothschild Investment LLC
Illinois
$314K – – –
BFC
1081
Bedel Financial Consulting
Indiana
$311K – – –
CCFM
1082
Clear Creek Financial Management
Washington
$311K +$82.2K +262 +40%
JWS
1083
Juncture Wealth Strategies
Arizona
$310K – – –
KFS
1084
Kelly Financial Services
Massachusetts
$307K +$284K +904 New
RBWA
1085
RFG - Bristol Wealth Advisors
Massachusetts
$307K -$27.6K -88 -9%
VFIC
1086
Valley Forge Investment Consultants
Pennsylvania
$307K – – –
AFWM
1087
AMJ Financial Wealth Management
Virginia
$307K – – –
GJIA
1088
Glass Jacobson Investment Advisors
Maryland
$306K -$33.6K -107 -11%
EFG
1089
Embree Financial Group
Illinois
$304K – – –
HFA
1090
High Falls Advisors
New York
$303K +$280K +893 New
KAM
1091
KEB Asset Management
Illinois
$302K – – –
AA
1092
Alesco Advisors
New York
$301K – – –
AWP
1093
Accretive Wealth Partners
New Jersey
$300K – – –
TWM
1094
Thrive Wealth Management
Pennsylvania
$297K -$44.9K -143 -14%
IIA
1095
IPG Investment Advisors
California
$297K +$67.5K +215 +33%
CA
1096
Calton & Associates
Florida
$297K – – –
CWM
1097
Centurion Wealth Management
Virginia
$296K +$274K +872 New
EBT
1098
Enterprise Bank & Trust
Massachusetts
$296K – – –
MCM
1099
MidAtlantic Capital Management
Virginia
$295K – – –
SRC
1100
Sage Rhino Capital
California
$295K – – –