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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Dynamic Advisor Solutions
751
Dynamic Advisor Solutions
Arizona
$1.05M -$651K -1,758 -38%
KV
752
Kickstand Ventures
New York
$1.05M -$126K -340 -11%
EWS
753
Eagle Wealth Strategies
New Jersey
$1.05M +$1.04M +2,805 New
PWM
754
Penobscot Wealth Management
Maine
$1.05M – – –
CFM
755
Cornerstone Financial Management
Massachusetts
$1.04M +$1.03M +2,789 New
RIA
756
Regal Investment Advisors
Michigan
$1.04M +$122K +329 +13%
SWM
757
Segment Wealth Management
Texas
$1.03M – – –
5W
758
5T Wealth
California
$1.03M +$40K +108 +4%
CBA
759
Coastal Bridge Advisors
Connecticut
$1.02M +$514K +1,388 +104%
Boston Trust Walden
760
Boston Trust Walden
Massachusetts
$1.01M – – –
First National Trust
761
First National Trust
Pennsylvania
$1.01M – – –
LP
762
LGL Partners
Pennsylvania
$1.01M +$2.96K +8 +0.3%
FWP
763
Firethorn Wealth Partners
Georgia
$1M -$12.2K -33 -1%
FA
764
Flagstar Advisors
New York
$1M +$154K +415 +18%
NG
765
Northstar Group
New York
$994K +$49.3K +133 +5%
WSWA
766
Warren Street Wealth Advisors
California
$987K -$212K -573 -18%
SFP
767
Shepherd Financial Partners
Massachusetts
$981K – – –
Simplicity Wealth
768
Simplicity Wealth
New Jersey
$974K -$140K -378 -13%
RWB
769
RMR Wealth Builders
New Jersey
$973K +$21.5K +58 +2%
MassMutual Private Wealth & Trust
770
MassMutual Private Wealth & Trust
Connecticut
$973K -$20.7K -56 -2%
HTHT
771
Hemenway Trust Hemenway Trust
New Hampshire
$967K -$29.6K -80 -3%
DDPIC
772
Deroy & Devereaux Private Investment Counsel
Michigan
$961K +$1.11K +3 +0.1%
Qube Research & Technologies (QRT)
773
Qube Research & Technologies (QRT)
United Kingdom
$961K -$1.57M -4,250 -62%
TWM
774
Tradition Wealth Management
Minnesota
$959K -$14.8K -40 -2%
LC
775
LCNB Corp
Ohio
$958K – – –