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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTW
701
Boston Trust Walden
Massachusetts
$850K – – –
CWP
702
Cyndeo Wealth Partners
Florida
$837K -$113K -373 -12%
LP
703
LGL Partners
Pennsylvania
$837K +$2.73K +9 +0.3%
SFP
704
Shepherd Financial Partners
Massachusetts
$835K – – –
TI
705
Tidal Investments
Wisconsin
$831K +$218K +719 +37%
DDPIC
706
Deroy & Devereaux Private Investment Counsel
Michigan
$824K -$9.69K -32 -1%
ATPW
707
Ashton Thomas Private Wealth
Arizona
$823K -$21.2K -70 -3%
CM
708
Columbus Macro
Pennsylvania
$822K – – –
TWM
709
Tradition Wealth Management
Minnesota
$820K – – –
RFA
710
Resurgent Financial Advisors
Georgia
$801K -$20.6K -68 -3%
TPW
711
Transatlantique Private Wealth
New York
$801K – – –
GFS
712
GYL Financial Synergies
Connecticut
$796K – – –
MWA
713
Midland Wealth Advisors
Illinois
$795K -$145K -480 -16%
TCA
714
Transcend Capital Advisors
New Jersey
$791K -$5.45K -18 -0.7%
Betterment LLC
715
Betterment LLC
New York
$787K +$96K +317 +15%
VA
716
Valmark Advisers
Ohio
$782K +$230K +758 +44%
CIC
717
Carnegie Investment Counsel
Ohio
$780K -$63.6K -210 -8%
EB
718
Eastern Bank
Massachusetts
$780K +$752K +2,482 New
BHBT
719
Burke & Herbert Bank & Trust
Virginia
$780K -$58.1K -192 -7%
FWP
720
Firethorn Wealth Partners
Georgia
$780K -$15.4K -51 -2%
AI
721
Atria Investments
North Carolina
$779K -$215K -710 -22%
NG
722
Northstar Group
New York
$772K +$200K +660 +37%
CWM
723
Congress Wealth Management
Massachusetts
$771K +$27.6K +91 +4%
VCP
724
Vista Capital Partners
Oregon
$769K +$382K +1,263 +107%
HL
725
HeadInvest LLC
Maine
$767K – – –