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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
701
Blankinship & Foster
California
$530K -$110K -499 -17%
BCA
702
Bay Colony Advisors
Massachusetts
$530K -$117K -530 -18%
AIM
703
Aspen Investment Management
Michigan
$529K -$8.8K -40 -2%
PWPS
704
Pinnacle Wealth Planning Services
Ohio
$525K -$102K -462 -17%
KJHP
705
K.J. Harrison & Partners
Ontario, Canada
$524K – – –
WAM
706
WNY Asset Management
New York
$518K -$80.8K -367 -14%
HFS
707
Heritage Financial Services
Massachusetts
$518K – – –
SG
708
StoneX Group
New York
$515K -$2.42K -11 -0.5%
SCM
709
SOL Capital Management
Maryland
$515K – – –
SG Americas Securities
710
SG Americas Securities
New York
$512K – – –
ONSWM
711
Old North State Wealth Management
North Carolina
$508K +$1.76K +8 +0.4%
Salem Investment Counselors
712
Salem Investment Counselors
North Carolina
$499K +$363K +1,648 +291%
Ancora Advisors
713
Ancora Advisors
Ohio
$496K +$15.8K +72 +3%
LL
714
LWMG LLC
Minnesota
$495K +$1.1K +5 +0.2%
Prime Capital Investment Advisors
715
Prime Capital Investment Advisors
Kansas
$495K -$191K -870 -28%
SWA
716
SOA Wealth Advisors
New York
$494K -$6.6K -30 -1%
Clifford Swan Investment Counsel
717
Clifford Swan Investment Counsel
California
$492K -$102K -463 -17%
OFS
718
OneAscent Financial Services
Alabama
$490K -$333K -1,513 -41%
HG
719
Harbor Group
New Hampshire
$487K – – –
MA
720
MONECO Advisors
Connecticut
$484K -$3.08K -14 -0.6%
FHA
721
Flagship Harbor Advisors
Massachusetts
$484K -$10.1K -46 -2%
Foundations Investment Advisors
722
Foundations Investment Advisors
Arizona
$479K -$39K -177 -8%
NCM
723
Northside Capital Management
Oregon
$479K – – –
KBFS
724
Kohmann Bosshard Financial Services
Ohio
$475K – – –
SNS Financial Group
725
SNS Financial Group
Minnesota
$474K – – –