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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAS
776
Optivise Advisory Services
Tennessee
$993K -$804K -2,028 -46%
PFG
777
Pacific Financial Group
Washington
$991K
SWA
778
SFMG Wealth Advisors
Texas
$989K +$958K +2,416 New
FCP
779
Fidelis Capital Partners
Florida
$988K
SA
780
Strategic Advisors
New York
$987K -$10.7K -27 -1%
KLI
781
Kelman-Lazarov Inc
Tennessee
$984K
MA
782
MONECO Advisors
Connecticut
$981K +$1.58K +4 +0.2%
GWA
783
Gutierrez Wealth Advisory
Arkansas
$978K +$15.9K +40 +2%
BT
784
Banque Transatlantique
France
$977K +$946K +2,386 New
PF
785
Penney Financial
Texas
$975K
LC
786
LCNB Corp
Ohio
$968K
ML
787
Mayport LLC
Massachusetts
$963K
NAS
788
NWF Advisory Services
California
$963K -$30.9K -78 -3%
AAS
789
Annex Advisory Services
Wisconsin
$961K -$62.6K -158 -6%
CAAM
790
Cornerstone Advisors Asset Management
Pennsylvania
$961K +$2.38K +6 +0.3%
TWM
791
Topsail Wealth Management
North Carolina
$956K
SWM
792
Stronghold Wealth Management
Florida
$951K -$1.98K -5 -0.2%
CIC
793
Carnegie Investment Counsel
Ohio
$951K
EW
794
Enzi Wealth
Texas
$943K -$1.58K -4 -0.2%
Vontobel Holding
795
Vontobel Holding
Switzerland
$942K
MPPHD
796
Maloon Powers Pitre Higgins & Dennehy
California
$941K +$911K +2,299 New
RWA
797
Resolute Wealth Advisor
Ohio
$937K
GCM
798
Graver Capital Management
Ohio
$936K
ONSWM
799
Old North State Wealth Management
North Carolina
$936K +$1.58K +4 +0.2%
SC
800
Soundwatch Capital
Connecticut
$936K -$356K -898 -28%