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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
701
Cyndeo Wealth Partners
Florida
$837K -$113K -373 -12%
LP
702
LGL Partners
Pennsylvania
$837K +$2.73K +9 +0.3%
SFP
703
Shepherd Financial Partners
Massachusetts
$835K
TI
704
Tidal Investments
Wisconsin
$831K +$218K +719 +37%
DDPIC
705
Deroy & Devereaux Private Investment Counsel
Michigan
$824K -$9.69K -32 -1%
ATPW
706
Ashton Thomas Private Wealth
Arizona
$823K -$21.2K -70 -3%
CM
707
Columbus Macro
Pennsylvania
$822K
TWM
708
Tradition Wealth Management
Minnesota
$820K
RFA
709
Resurgent Financial Advisors
Georgia
$801K -$20.6K -68 -3%
TPW
710
Transatlantique Private Wealth
New York
$801K
GFS
711
GYL Financial Synergies
Connecticut
$796K
MWA
712
Midland Wealth Advisors
Illinois
$795K -$145K -480 -16%
TCA
713
Transcend Capital Advisors
New Jersey
$791K -$5.45K -18 -0.7%
Betterment LLC
714
Betterment LLC
New York
$787K +$96K +317 +15%
VA
715
Valmark Advisers
Ohio
$782K +$230K +758 +44%
CIC
716
Carnegie Investment Counsel
Ohio
$780K -$63.6K -210 -8%
EB
717
Eastern Bank
Massachusetts
$780K +$752K +2,482 New
BHBT
718
Burke & Herbert Bank & Trust
Virginia
$780K -$58.1K -192 -7%
FWP
719
Firethorn Wealth Partners
Georgia
$780K -$15.4K -51 -2%
AI
720
Atria Investments
North Carolina
$779K -$215K -710 -22%
NG
721
Northstar Group
New York
$772K +$200K +660 +37%
CWM
722
Congress Wealth Management
Massachusetts
$771K +$27.6K +91 +4%
VCP
723
Vista Capital Partners
Oregon
$769K +$382K +1,263 +107%
HL
724
HeadInvest LLC
Maine
$767K
SFC
725
Sprinkle Financial Consultants
Colorado
$767K +$1.82K +6 +0.2%