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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
776
Kelman-Lazarov Inc
Tennessee
$857K – – –
MA
777
MONECO Advisors
Connecticut
$853K +$1.49K +4 +0.2%
PHWM
778
Palatine Hill Wealth Management
Michigan
$849K -$47.3K -127 -5%
PF
779
Penney Financial
Texas
$849K – – –
CreativeOne Wealth
780
CreativeOne Wealth
Kansas
$845K -$315K -846 -26%
LC
781
LCNB Corp
Ohio
$843K -$74.5K -200 -8%
ML
782
Mayport LLC
Massachusetts
$839K – – –
GWA
783
Gutierrez Wealth Advisory
Arkansas
$838K +$2.24K +6 +0.3%
IHT Wealth Management
784
IHT Wealth Management
Illinois
$836K -$65.6K -176 -7%
CAAM
785
Cornerstone Advisors Asset Management
Pennsylvania
$835K +$1.86K +5 +0.2%
TWM
786
Topsail Wealth Management
North Carolina
$832K – – –
SWM
787
Stronghold Wealth Management
Florida
$830K +$5.96K +16 +0.7%
Carnegie Investment Counsel
788
Carnegie Investment Counsel
Ohio
$828K -$235K -631 -21%
Vanguard Advisers Inc
789
Vanguard Advisers Inc
Pennsylvania
$825K +$862K +2,313 New
GIA
790
Gladstone Institutional Advisory
Florida
$823K -$71.9K -193 -8%
Vontobel Holding
791
Vontobel Holding
Switzerland
$820K – – –
EW
792
Enzi Wealth
Texas
$819K -$60K -161 -7%
GCM
793
Graver Capital Management
Ohio
$815K -$250K -671 -23%
ONSWM
794
Old North State Wealth Management
North Carolina
$813K +$2.24K +6 +0.3%
PF
795
PlanWiser Financial
Colorado
$810K -$14.9K -40 -2%
NLP
796
Next Level Private
New York
$807K +$1.49K +4 +0.2%
Salem Investment Counselors
797
Salem Investment Counselors
North Carolina
$799K – – –
WIA
798
Westbourne Investment Advisors
Maryland
$799K -$52.2K -140 -6%
RWS
799
Retirement Wealth Solutions
Wisconsin
$797K +$833K +2,235 New
PFWA
800
Paces Ferry Wealth Advisors
Georgia
$796K +$1.12K +3 +0.1%