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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
1051
Red Door Wealth Management
Tennessee
$428K – – –
BHBT
1052
Burke & Herbert Bank & Trust
Virginia
$424K -$471K -1,271 -53%
LA
1053
LVW Advisors
New York
$421K – – –
AIM
1054
Avity Investment Management
Connecticut
$416K -$611K -1,650 -60%
MWP
1055
Meridian Wealth Partners
Pennsylvania
$415K – – –
MAS
1056
MPWM Advisory Solutions
Georgia
$414K – – –
VVP
1057
Venture Visionary Partners
Ohio
$413K -$5.56K -15 -1%
AIM
1058
Anchor Investment Management
South Carolina
$412K +$370 +1 +0.1%
CTWM
1059
Cherry Tree Wealth Management
Minnesota
$412K – – –
BEAM
1060
Baker Ellis Asset Management
Washington
$411K – – –
FFA
1061
Founders Financial Alliance
North Carolina
$411K -$25.6K -69 -6%
SW
1062
SkyOak Wealth
Michigan
$410K -$20.4K -55 -5%
AFAS
1063
Acorn Financial Advisory Services
Virginia
$406K +$125K +337 +45%
WTB
1064
Washington Trust Bank
Washington
$404K – – –
BF
1065
Baring Financial
Washington
$404K – – –
DA
1066
Drake & Associates
Wisconsin
$403K – – –
AAM
1067
Aureus Asset Management
Massachusetts
$403K – – –
XPN
1068
XY Planning Network
Montana
$401K +$123K +331 +45%
TF
1069
Trek Financial
Arizona
$400K +$397K +1,071 New
CCFCSB
1070
Cape Cod Five Cents Savings Bank
Massachusetts
$400K – – –
FFG
1071
Fortress Financial Group
Minnesota
$399K +$2.22K +6 +0.6%
HI
1072
Harbour Investments
Wisconsin
$399K +$183K +495 +86%
CAM
1073
Clark Asset Management
New Hampshire
$398K -$25.9K -70 -6%
WAM
1074
Wernau Asset Management
Massachusetts
$396K – – –
MWP
1075
Madison Wealth Partners
Wisconsin
$395K – – –