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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1126
EPG Wealth Management
Georgia
$248K -$3.24K -10 -1%
BRM
1127
Boston Research & Management
Massachusetts
$247K – – –
LCG
1128
Lakeshore Capital Group
Illinois
$247K +$248K +767 New
CWM
1129
Cherrydale Wealth Management
New Jersey
$245K +$972 +3 +0.4%
HFP
1130
Holistic Financial Partners
Indiana
$245K – – –
PIA
1131
Perennial Investment Advisors
California
$245K +$3.24K +10 +1%
MW
1132
MBL Wealth
North Carolina
$244K -$8.1K -25 -3%
Allspring Global Investments
1133
Allspring Global Investments
North Carolina
$244K +$181K +560 +286%
IIA
1134
IPG Investment Advisors
California
$243K +$19.4K +60 +9%
ACC
1135
Acorn Creek Capital
Colorado
$243K +$244K +754 New
RWM
1136
Rialto Wealth Management
New York
$243K +$244K +754 New
KPWM
1137
KDK Private Wealth Management
Texas
$243K +$244K +753 New
WTB
1138
Washington Trust Bank
Washington
$242K -$648 -2 -0.3%
AUB
1139
Atlantic Union Bankshares
Virginia
$242K – – –
AFAS
1140
Acorn Financial Advisory Services
Virginia
$241K – – –
FC
1141
Forte Capital
New York
$239K – – –
PWM
1142
Parkworth Wealth Management
California
$238K +$239K +739 New
DI
1143
Disciplined Investments
Oklahoma
$237K +$19.4K +60 +9%
PCA
1144
Pallas Capital Advisors
Massachusetts
$237K -$3.89K -12 -2%
5W
1145
5T Wealth
California
$237K +$238K +735 New
W
1146
WealthCollab
Washington
$235K -$26.6K -82 -10%
BPC
1147
Bearing Point Capital
Minnesota
$235K +$236K +730 New
3F
1148
360 Financial
Minnesota
$235K -$15.5K -48 -6%
BFO
1149
Boston Family Office
Massachusetts
$234K – – –
TC
1150
TFR Capital
Texas
$234K +$235K +725 New