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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWM
1126
KDK Private Wealth Management
Texas
$231K – – –
AWA
1127
Alta Wealth Advisors
Massachusetts
$231K +$39.1K +121 +19%
Atlantic Union Bankshares
1128
Atlantic Union Bankshares
Virginia
$230K – – –
BHWM
1129
Beaird Harris Wealth Management
Texas
$230K +$51.1K +158 +27%
AFAS
1130
Acorn Financial Advisory Services
Virginia
$230K – – –
One Capital Management
1131
One Capital Management
California
$227K +$9.05K +28 +4%
PWM
1132
Parkworth Wealth Management
California
$227K +$647 +2 +0.3%
AFA
1133
Allium Financial Advisors
Oregon
$225K +$237K +732 New
KWMG
1134
King Wealth Management Group
Florida
$224K -$18.8K -58 -7%
W
1135
WealthCollab
Washington
$224K – – –
BPC
1136
Bearing Point Capital
Minnesota
$224K – – –
MIM
1137
MTM Investment Management
South Carolina
$223K +$647 +2 +0.3%
Sigma Planning Corp
1138
Sigma Planning Corp
Michigan
$223K +$8.73K +27 +4%
TC
1139
TFR Capital
Texas
$222K – – –
FA
1140
Faithward Advisors
Pennsylvania
$222K – – –
BFO
1141
Boston Family Office
Massachusetts
$222K – – –
WE
1142
Wealth Effects
Massachusetts
$222K – – –
MAA
1143
Matrix Asset Advisors
New York
$222K – – –
FCG
1144
Financial Connections Group
California
$221K +$45.3K +140 +24%
EWM
1145
EPG Wealth Management
Georgia
$221K -$15.8K -49 -6%
BIA
1146
Bigelow Investment Advisors
Maine
$221K – – –
IA
1147
Intellus Advisors
Florida
$221K – – –
BPW
1148
Bingham Private Wealth
California
$221K – – –
GAM
1149
GEM Asset Management
Michigan
$220K +$232K +716 New
AIM
1150
Athena Investment Management
California
$220K – – –