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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
776
Tradition Wealth Management
Minnesota
$998K -$35.3K -89 -4%
BIP
777
Brandes Investment Partners
California
$994K +$962K +2,428 New
SWM
778
Steelhead Wealth Management
Virginia
$994K – – –
OAS
779
Optivise Advisory Services
Tennessee
$993K -$804K -2,028 -46%
PFG
780
Pacific Financial Group
Washington
$991K – – –
SWA
781
SFMG Wealth Advisors
Texas
$989K +$958K +2,416 New
FCP
782
Fidelis Capital Partners
Florida
$988K – – –
SA
783
Strategic Advisors
New York
$987K -$10.7K -27 -1%
KLI
784
Kelman-Lazarov Inc
Tennessee
$984K – – –
MA
785
MONECO Advisors
Connecticut
$981K +$1.58K +4 +0.2%
GWA
786
Gutierrez Wealth Advisory
Arkansas
$978K +$15.9K +40 +2%
BT
787
Banque Transatlantique
France
$977K +$946K +2,386 New
PF
788
Penney Financial
Texas
$975K – – –
LC
789
LCNB Corp
Ohio
$968K – – –
ML
790
Mayport LLC
Massachusetts
$963K – – –
NAS
791
NWF Advisory Services
California
$963K -$30.9K -78 -3%
AAS
792
Annex Advisory Services
Wisconsin
$961K -$62.6K -158 -6%
CAAM
793
Cornerstone Advisors Asset Management
Pennsylvania
$961K +$2.38K +6 +0.3%
TWM
794
Topsail Wealth Management
North Carolina
$956K – – –
SWM
795
Stronghold Wealth Management
Florida
$951K -$1.98K -5 -0.2%
CIC
796
Carnegie Investment Counsel
Ohio
$951K – – –
EW
797
Enzi Wealth
Texas
$943K -$1.58K -4 -0.2%
Vontobel Holding
798
Vontobel Holding
Switzerland
$942K – – –
MPPHD
799
Maloon Powers Pitre Higgins & Dennehy
California
$941K +$911K +2,299 New
RWA
800
Resolute Wealth Advisor
Ohio
$937K – – –