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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
551
Ropes Wealth Advisors
Massachusetts
$304K – – –
Wealth Enhancement Advisory Services
552
Wealth Enhancement Advisory Services
Minnesota
$303K – – –
NHC
553
Nicholas Hoffman & Company
Georgia
$302K – – –
BAAM
554
Baker Avenue Asset Management
California
$299K – – –
VWM
555
Venturi Wealth Management
Texas
$298K – – –
PAMG
556
Patton Albertson Miller Group
Tennessee
$296K – – –
SYBT
557
Stock Yards Bank & Trust
Kentucky
$291K – – –
GRP
558
Global Retirement Partners
California
$287K -$326K -1,989 -53%
AIA
559
Avalon Investment & Advisory
Texas
$285K – – –
MMHP
560
Murphy Middleton Hinkle & Parker
Georgia
$285K – – –
FAIM
561
Financial Advocates Investment Management
Washington
$283K -$674K -4,105 -70%
AAS
562
Avantax Advisory Services
Texas
$283K -$3.45K -21 -1%
JFA
563
Johanson Financial Advisors
California
$283K – – –
CCP
564
Corient Capital Partners
California
$281K – – –
FI
565
Financial Insights
Washington
$280K -$49.2K -300 -15%
TTWM
566
TCV Trust & Wealth Management
Virginia
$280K – – –
TWM
567
Tolleson Wealth Management
Texas
$278K +$277K +1,690 New
HTC
568
Haverford Trust Company
Pennsylvania
$277K -$2.13K -13 -0.8%
MFS
569
McNamara Financial Services
Massachusetts
$275K +$6.89K +42 +3%
CPO
570
Cerity Partners OCIO
New York
$274K – – –
WIM
571
Weitz Investment Management
Nebraska
$271K -$41K -250 -13%
Bessemer Group
572
Bessemer Group
New Jersey
$266K +$94.4K +575 +55%
SFG
573
StrategIQ Financial Group
Indiana
$263K +$656 +4 +0.3%
SWRP
574
Summit Wealth & Retirement Planning
California
$262K -$559K -3,408 -68%
ACP
575
Aveo Capital Partners
Colorado
$262K – – –