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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMBIA
876
Allen Mooney & Barnes Investment Advisors
Georgia
$499K +$1.29K +4 +0.2%
FFA
877
Founders Financial Alliance
North Carolina
$499K -$1.29K -4 -0.2%
SIA
878
Soltis Investment Advisors
Utah
$499K -$1.94K -6 -0.4%
KLI
879
Kelman-Lazarov Inc
Tennessee
$499K -$9.7K -30 -2%
Bogart Wealth LLC
880
Bogart Wealth LLC
Virginia
$499K – – –
BDF
881
Black Diamond Financial
Maryland
$496K – – –
WP
882
WealthPLAN Partners
Nebraska
$496K – – –
QPWM
883
Quadrant Private Wealth Management
Pennsylvania
$492K +$300K +929 +138%
FMTC
884
Farmers & Merchants Trust Company
California
$492K – – –
SWRP
885
Summit Wealth & Retirement Planning
California
$490K – – –
WAL
886
W Advisors LLC
Tennessee
$490K +$516K +1,596 New
APG
887
Abacus Planning Group
South Carolina
$484K – – –
LWM
888
LongView Wealth Management
Georgia
$483K -$167K -516 -25%
MAS
889
Meeder Advisory Services
Ohio
$483K -$10.7K -33 -2%
Blue Trust Inc
890
Blue Trust Inc
Georgia
$481K +$2.59K +8 +0.5%
PWPS
891
Pinnacle Wealth Planning Services
Ohio
$479K -$249K -771 -33%
BFWA
892
Benchmark Financial Wealth Advisors
Florida
$478K +$504K +1,558 New
RW
893
Ridgeline Wealth
Arizona
$478K -$1.29K -4 -0.3%
CNBT
894
Canandaigua National Bank & Trust
New York
$477K – – –
RA
895
Ruggaard & Associates
Ohio
$477K – – –
NCM
896
Northside Capital Management
Oregon
$474K – – –
SS
897
Sunbelt Securities
Texas
$472K +$8.08K +25 +2%
HCP
898
Holt Capital Partners
Texas
$471K – – –
Gerber Kawasaki Wealth & Investment Management
899
Gerber Kawasaki Wealth & Investment Management
California
$468K -$7.76K -24 -2%
PWP
900
Prasad Wealth Partners
Ohio
$468K +$1.29K +4 +0.3%