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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
251
Summit Wealth Partners
Florida
$8.89M -$155K -415 -2%
CIC
252
Chilton Investment Company
Connecticut
$8.75M – – –
AIA
253
Arcadia Investment Advisors
Idaho
$8.66M -$75.3K -202 -0.8%
USWIA
254
UP Strategic Wealth Investment Advisors
Pennsylvania
$8.59M – – –
TF
255
Tudor Financial
Ohio
$8.46M -$90.9K -244 -1%
GWMR
256
GC Wealth Management RIA
Massachusetts
$8.43M -$960K -2,575 -10%
MCM
257
MV Capital Management
Maryland
$8.35M -$26.5K -71 -0.3%
CAM
258
Campion Asset Management
Virginia
$8.34M -$134K -360 -2%
RZH
259
Relyea Zuckerberg Hanson
Connecticut
$8.21M +$1.49K +4 +0%
OFG
260
Omega Financial Group
California
$8.13M -$596K -1,600 -7%
FPCP
261
Fort Point Capital Partners
California
$8.12M -$422K -1,132 -5%
AG
262
AlTi Global
New York
$8.08M -$32K -86 -0.4%
STA
263
Summit Trail Advisors
New York
$8.06M +$3.35M +8,991 +66%
CWM
264
Circle Wealth Management
New Jersey
$7.89M +$2.61K +7 +0%
KA
265
Klingman & Associates
New York
$7.86M +$85.7K +230 +1%
AFG
266
Atomi Financial Group
New York
$7.85M +$3.36M +9,021 +69%
NC
267
NewSquare Capital
Pennsylvania
$7.76M -$115K -309 -1%
QCM
268
QRG Capital Management
Illinois
$7.73M -$7.69M -20,627 -49%
AAM
269
Ackerman Asset Management
Maryland
$7.65M -$184K -493 -2%
BFG
270
Bleakley Financial Group
New Jersey
$7.57M -$34.3K -92 -0.4%
UCFA
271
United Capital Financial Advisors
Texas
$7.53M -$329K -883 -4%
XT
272
XTX Topco
Cayman Islands
$7.5M +$2.69M +7,211 +52%
SWM
273
Spire Wealth Management
Virginia
$7.44M +$1.12K +3 +0%
SIA
274
Stegner Investment Associates
Kentucky
$7.32M -$76.8K -206 -1%
EAM
275
Evanson Asset Management
California
$7.32M -$1.86K -5 -0%
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