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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
751
Midland Wealth Advisors
Illinois
$775K -$40.2K -124 -5%
HM Payson & Co
752
HM Payson & Co
Maine
$774K – – –
Cary Street Partners
753
Cary Street Partners
Virginia
$772K +$776K +2,396 New
Simon Quick Advisors
754
Simon Quick Advisors
New Jersey
$770K +$2.92K +9 +0.4%
PF
755
Penney Financial
Texas
$767K – – –
PFWA
756
Paces Ferry Wealth Advisors
Georgia
$765K -$221K -682 -22%
MSFS
757
Main Street Financial Solutions
Pennsylvania
$761K +$765K +2,362 New
AIM
758
Aspen Investment Management
Michigan
$754K – – –
Clifford Swan Investment Counsel
759
Clifford Swan Investment Counsel
California
$753K – – –
PWPS
760
Pinnacle Wealth Planning Services
Ohio
$752K – – –
Capital Investment Advisors
761
Capital Investment Advisors
Georgia
$745K -$155K -478 -17%
Vontobel Holding
762
Vontobel Holding
Switzerland
$741K +$745K +2,300 New
ACM
763
Alcosta Capital Management
California
$738K -$477K -1,472 -39%
SignatureFD
764
SignatureFD
Georgia
$738K -$10K -31 -1%
CPG
765
Cornerstone Planning Group
New Jersey
$738K -$16.2K -50 -2%
BIP Wealth
766
BIP Wealth
Georgia
$733K -$22.4K -69 -3%
CI
767
CPR Investments
Michigan
$732K +$736K +2,273 New
SG
768
StoneX Group
New York
$732K -$51.8K -160 -7%
CWP
769
Cyndeo Wealth Partners
Florida
$732K -$126K -390 -15%
LAS
770
LWM Advisory Services
Florida
$728K +$47.3K +146 +7%
VP
771
Verum Partners
North Carolina
$728K +$2.92K +9 +0.4%
FAT
772
First American Trust
California
$726K -$21.1K -65 -3%
NLP
773
Next Level Private
New York
$726K +$2.27K +7 +0.3%
ONSWM
774
Old North State Wealth Management
North Carolina
$725K +$2.27K +7 +0.3%
NME
775
Notis-McConarty Edward
$725K -$38.9K -120 -5%