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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCG
1126
Lakeshore Capital Group
Illinois
$247K +$248K +767 New
BRM
1127
Boston Research & Management
Massachusetts
$247K
CWM
1128
Cherrydale Wealth Management
New Jersey
$245K +$972 +3 +0.4%
HFP
1129
Holistic Financial Partners
Indiana
$245K
PIA
1130
Perennial Investment Advisors
California
$245K +$3.24K +10 +1%
MW
1131
MBL Wealth
North Carolina
$244K -$8.1K -25 -3%
Allspring Global Investments
1132
Allspring Global Investments
North Carolina
$244K +$181K +560 +286%
IIA
1133
IPG Investment Advisors
California
$243K +$19.4K +60 +9%
ACC
1134
Acorn Creek Capital
Colorado
$243K +$244K +754 New
RWM
1135
Rialto Wealth Management
New York
$243K +$244K +754 New
KPWM
1136
KDK Private Wealth Management
Texas
$243K +$244K +753 New
WTB
1137
Washington Trust Bank
Washington
$242K -$648 -2 -0.3%
AUB
1138
Atlantic Union Bankshares
Virginia
$242K
AFAS
1139
Acorn Financial Advisory Services
Virginia
$241K
FC
1140
Forte Capital
New York
$239K
PWM
1141
Parkworth Wealth Management
California
$238K +$239K +739 New
DI
1142
Disciplined Investments
Oklahoma
$237K +$19.4K +60 +9%
PCA
1143
Pallas Capital Advisors
Massachusetts
$237K -$3.89K -12 -2%
5W
1144
5T Wealth
California
$237K +$238K +735 New
W
1145
WealthCollab
Washington
$235K -$26.6K -82 -10%
BPC
1146
Bearing Point Capital
Minnesota
$235K +$236K +730 New
3F
1147
360 Financial
Minnesota
$235K -$15.5K -48 -6%
BFO
1148
Boston Family Office
Massachusetts
$234K
TC
1149
TFR Capital
Texas
$234K +$235K +725 New
FA
1150
Faithward Advisors
Pennsylvania
$233K