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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
651
Summit Financial Group
West Virginia
$547K – – –
SFS
652
Summit Financial Strategies
Ohio
$546K -$1.2M -5,479 -66%
Members Trust
653
Members Trust
Florida
$546K -$87.3K -398 -13%
RPG
654
Resource Planning Group
Georgia
$543K -$7.67K -35 -0.7%
SCA
655
STALEY CAPITAL ADVISERS
Pennsylvania
$541K – – –
PCG
656
Prosperity Consulting Group
Maryland
$539K -$2.63K -12 -0.4%
GT
657
Greenleaf Trust
Michigan
$535K – – –
LA
658
Legacy Advisors
Pennsylvania
$534K -$2.13M -9,712 -78%
BTW
659
Boston Trust Walden
Massachusetts
$534K – – –
HWM
660
Hohimer Wealth Management
Washington
$533K – – –
MAG
661
MRA Advisory Group
New Jersey
$530K +$69.7K +318 +14%
ANBT
662
American National Bank & Trust
Texas
$527K – – –
OFS
663
Oldfather Financial Services
Nebraska
$527K +$119K +544 +26%
CSIC
664
Clifford Swan Investment Counsel
California
$523K -$34.4K -157 -6%
CAL
665
Capital Advisors Ltd
Ohio
$521K – – –
RP
666
Riverbridge Partners
Minnesota
$517K – – –
FIA
667
Foundations Investment Advisors
Arizona
$516K -$59.9K -273 -9%
LP
668
LGL Partners
Pennsylvania
$511K +$2.63K +12 +0.5%
CM
669
Columbus Macro
Pennsylvania
$510K – – –
SFA
670
Source Financial Advisors
New York
$510K +$2.85K +13 +0.5%
PWPS
671
Pinnacle Wealth Planning Services
Ohio
$506K – – –
KJHP
672
K.J. Harrison & Partners
Ontario, Canada
$503K – – –
BWCS
673
Beirne Wealth Consulting Services
Connecticut
$498K +$554K +2,524 New
SG
674
StoneX Group
New York
$493K -$94.7K -432 -15%
MIFH
675
Migdal Insurance & Financial Holdings
Israel
$491K +$2.19K +10 +0.4%