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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PF
776
Penney Financial
Texas
$849K
CW
777
CreativeOne Wealth
Kansas
$845K -$315K -846 -26%
LC
778
LCNB Corp
Ohio
$843K -$74.5K -200 -8%
ML
779
Mayport LLC
Massachusetts
$839K
GWA
780
Gutierrez Wealth Advisory
Arkansas
$838K +$2.24K +6 +0.3%
IWM
781
IHT Wealth Management
Illinois
$836K -$65.6K -176 -7%
CAAM
782
Cornerstone Advisors Asset Management
Pennsylvania
$835K +$1.86K +5 +0.2%
TWM
783
Topsail Wealth Management
North Carolina
$832K
SWM
784
Stronghold Wealth Management
Florida
$830K +$5.96K +16 +0.7%
CIC
785
Carnegie Investment Counsel
Ohio
$828K -$235K -631 -21%
Vanguard Advisers Inc
786
Vanguard Advisers Inc
Pennsylvania
$825K +$862K +2,313 New
GIA
787
Gladstone Institutional Advisory
Florida
$823K -$71.9K -193 -8%
Vontobel Holding
788
Vontobel Holding
Switzerland
$820K
EW
789
Enzi Wealth
Texas
$819K -$60K -161 -7%
GCM
790
Graver Capital Management
Ohio
$815K -$250K -671 -23%
ONSWM
791
Old North State Wealth Management
North Carolina
$813K +$2.24K +6 +0.3%
PF
792
PlanWiser Financial
Colorado
$810K -$14.9K -40 -2%
NLP
793
Next Level Private
New York
$807K +$1.49K +4 +0.2%
SIC
794
Salem Investment Counselors
North Carolina
$799K
WIA
795
Westbourne Investment Advisors
Maryland
$799K -$52.2K -140 -6%
RWS
796
Retirement Wealth Solutions
Wisconsin
$797K +$833K +2,235 New
PFWA
797
Paces Ferry Wealth Advisors
Georgia
$796K +$1.12K +3 +0.1%
HG
798
Harbor Group
New Hampshire
$793K +$1.86K +5 +0.2%
KBFS
799
Kohmann Bosshard Financial Services
Ohio
$786K
BWP
800
BSW Wealth Partners
Colorado
$783K +$295K +791 +56%