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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
801
Graver Capital Management
Ohio
$936K – – –
ONSWM
802
Old North State Wealth Management
North Carolina
$936K +$1.58K +4 +0.2%
SC
803
Soundwatch Capital
Connecticut
$936K -$356K -898 -28%
RWS
804
Retirement Wealth Solutions
Wisconsin
$931K +$15.5K +39 +2%
NLP
805
Next Level Private
New York
$929K +$1.19K +3 +0.1%
PHWM
806
Palatine Hill Wealth Management
Michigan
$920K -$53.5K -135 -6%
SIC
807
Salem Investment Counselors
North Carolina
$917K – – –
WIA
808
Westbourne Investment Advisors
Maryland
$917K – – –
FPW
809
Fairvoy Private Wealth
Alabama
$912K +$883K +2,227 New
HG
810
Harbor Group
New Hampshire
$911K +$1.19K +3 +0.1%
KBFS
811
Kohmann Bosshard Financial Services
Ohio
$903K – – –
BWP
812
BSW Wealth Partners
Colorado
$900K – – –
CCFM
813
Clear Creek Financial Management
Washington
$899K +$72.9K +184 +9%
SIM
814
Synergy Investment Management
Florida
$898K – – –
VP
815
Verum Partners
North Carolina
$889K +$793 +2 +0.1%
GJWM
816
Gilliland Jeter Wealth Management
Arkansas
$885K +$22.2K +56 +3%
KCPG
817
Kavar Capital Partners Group
Kansas
$883K – – –
PGA
818
Portland Global Advisors
Maine
$867K – – –
JC
819
JB Capital
Connecticut
$867K +$112K +283 +15%
Nomura Asset Management
820
Nomura Asset Management
Japan
$866K +$838K +2,115 New
IA
821
IFS Advisors
Kansas
$861K -$5.15K -13 -0.6%
SCA
822
STALEY CAPITAL ADVISERS
Pennsylvania
$860K – – –
ACP
823
Aviance Capital Partners
Florida
$860K +$132K +333 +19%
TCM
824
Towneley Capital Management
California
$858K – – –
DAS
825
Dynamic Advisor Solutions
Arizona
$856K -$32.9K -83 -4%