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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
1151
Acorn Financial Advisory Services
Virginia
$254K – – –
FCFC
1152
First Commonwealth Financial Corp
Pennsylvania
$254K -$28.9K -92 -11%
PCA
1153
Purkiss Capital Advisors
Connecticut
$254K +$234K +747 New
BWP
1154
Balboa Wealth Partners
Arizona
$253K +$234K +745 New
PWM
1155
Parkworth Wealth Management
California
$252K +$314 +1 +0.1%
XPN
1156
XY Planning Network
Montana
$252K +$233K +742 New
Calamos Advisors
1157
Calamos Advisors
Illinois
$252K +$11K +35 +5%
AFA
1158
Allium Financial Advisors
Oregon
$249K – – –
KWMG
1159
King Wealth Management Group
Florida
$248K – – –
W
1160
WealthCollab
Washington
$248K – – –
BPC
1161
Bearing Point Capital
Minnesota
$248K – – –
MIM
1162
MTM Investment Management
South Carolina
$247K +$314 +1 +0.1%
QIM
1163
Quest Investment Management
Oregon
$246K -$47.1K -150 -17%
TC
1164
TFR Capital
Texas
$246K – – –
BFO
1165
Boston Family Office
Massachusetts
$246K – – –
PCA
1166
Pallas Capital Advisors
Massachusetts
$246K -$13.5K -43 -6%
WDG
1167
Wealth Dimensions Group
Ohio
$246K +$227K +724 New
WE
1168
Wealth Effects
Massachusetts
$246K – – –
MAA
1169
Matrix Asset Advisors
New York
$245K – – –
FCG
1170
Financial Connections Group
California
$245K – – –
BIA
1171
Bigelow Investment Advisors
Maine
$244K – – –
EWM
1172
EPG Wealth Management
Georgia
$244K – – –
GAM
1173
GEM Asset Management
Michigan
$244K – – –
BPW
1174
Bingham Private Wealth
California
$244K – – –
CCP
1175
Carmel Capital Partners
California
$243K – – –