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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
1026
Ridgeline Wealth
Arizona
$415K -$1.49K -4 -0.3%
PCS
1027
Personal CFO Solutions
New Jersey
$413K +$84.6K +227 +24%
MAS
1028
Meeder Advisory Services
Ohio
$409K -$20.9K -56 -5%
RDWM
1029
Red Door Wealth Management
Tennessee
$409K
WA
1030
WBH Advisory
Maryland
$409K +$59.2K +159 +16%
VBFP
1031
Valtinson Bruner Financial Planning
Minnesota
$408K +$427K +1,145 New
GAA
1032
Guardian Asset Advisors
Pennsylvania
$408K -$2.98K -8 -0.7%
BHBT
1033
Burke & Herbert Bank & Trust
Virginia
$405K
SCI
1034
Stableford Capital II
Arizona
$402K -$41.4K -111 -9%
LA
1035
LVW Advisors
New York
$402K
WMA
1036
West Michigan Advisors
Michigan
$398K -$222K -597 -35%
MWP
1037
Meridian Wealth Partners
Pennsylvania
$396K
GQG Partners
1038
GQG Partners
Florida
$396K -$6.23M -16,716 -94%
MAS
1039
MPWM Advisory Solutions
Georgia
$395K
CAI
1040
Capital Advisors Inc
Oklahoma
$395K +$81.2K +218 +25%
AIM
1041
Anchor Investment Management
South Carolina
$394K +$745 +2 +0.2%
VVP
1042
Venture Visionary Partners
Ohio
$394K
EP
1043
E6 Portfolios
Utah
$394K +$45.1K +121 +12%
BWCS
1044
Beirne Wealth Consulting Services
Connecticut
$394K -$84.2K -226 -17%
BEAM
1045
Baker Ellis Asset Management
Washington
$392K
SW
1046
SkyOak Wealth
Michigan
$391K
AFAS
1047
Acorn Financial Advisory Services
Virginia
$387K
XPN
1048
XY Planning Network
Montana
$386K +$373 +1 +0.1%
BF
1049
Baring Financial
Washington
$386K +$373 +1 +0.1%
FFG
1050
Fortress Financial Group
Minnesota
$381K