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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACIM
626
Azimuth Capital Investment Management
Michigan
$700K -$48.5K -229 -6%
LFA
627
LGT Financial Advisors
Texas
$699K +$702K +3,318 New
HCM
628
Highview Capital Management
Illinois
$699K +$44.9K +212 +7%
CA
629
Cortland Associates
Missouri
$689K – – –
IA
630
IFS Advisors
Kansas
$687K +$13.1K +62 +2%
CT
631
Clearstead Trust
Maine
$686K +$689K +3,257 New
SF
632
Synovus Financial
Georgia
$683K – – –
CTB
633
Country Trust Bank
Illinois
$681K -$177K -836 -21%
LSPW
634
Lake Street Private Wealth
Illinois
$680K -$21.2K -100 -3%
MWA
635
Meridian Wealth Advisors
Texas
$677K – – –
BG
636
Bollard Group
Massachusetts
$677K +$2.96K +14 +0.4%
W
637
Wealthquest
Ohio
$677K – – –
ST
638
Spinnaker Trust
Maine
$675K – – –
AF
639
Affiance Financial
Minnesota
$672K +$623K +2,944 +1,187%
CAG
640
Crestwood Advisors Group
Massachusetts
$670K – – –
ERIM
641
Eagle Ridge Investment Management
Connecticut
$667K +$213K +1,004 +46%
AWC
642
Abundance Wealth Counselors
Pennsylvania
$665K – – –
CWA
643
CJM Wealth Advisers
Virginia
$665K – – –
BL
644
Balentine LLC
Georgia
$664K -$635 -3 -0.1%
CWM
645
Cahaba Wealth Management
Georgia
$663K +$2.96K +14 +0.4%
WPC
646
Waters Parkerson & Co
Louisiana
$663K – – –
KJHP
647
K.J. Harrison & Partners
Ontario, Canada
$663K -$47.6K -225 -9%
3LCM
648
3D/L Capital Management
Connecticut
$659K +$44.2K +209 +7%
ASW
649
Astoria Strategic Wealth
Texas
$658K – – –
WA
650
Wealth Architects
California
$657K – – –