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iShares Russell 1000 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
1226
Ritter Daniher Financial Advisory
Ohio
$176K +$130K +400 +272%
SWP
1227
SIMA Wealth Partners
Virginia
$174K – – –
HI
1228
Harbour Investments
Wisconsin
$172K -$13K -40 -7%
TCOV
1229
Trust Company of Vermont
Vermont
$169K – – –
CSB
1230
City State Bank
Iowa
$169K – – –
CWM
1231
Copia Wealth Management
Oregon
$168K +$169K +523 New
FPF
1232
First Pacific Financial
Washington
$166K -$546K -1,685 -77%
POIA
1233
Pin Oak Investment Advisors
Texas
$162K – – –
TCA
1234
Trifecta Capital Advisors
Illinois
$161K – – –
SNB
1235
Security National Bank
Nebraska
$159K +$159K +492 New
QC
1236
Quent Capital
New York
$147K +$147K +455 New
GI
1237
GAMMA Investing
California
$146K – – –
CA
1238
Crewe Advisors
Utah
$140K +$141K +435 New
PPWM
1239
PFG Private Wealth Management
Florida
$140K – – –
WIM
1240
Westside Investment Management
California
$139K – – –
AA
1241
AlphaMark Advisors
Kentucky
$138K – – –
CFB
1242
Cullen/Frost Bankers
Texas
$136K +$136K +421 New
PA
1243
Pineridge Advisors
Missouri
$134K – – –
DWM
1244
Darwin Wealth Management
Florida
$133K – – –
ME
1245
McIlrath & Eck
Washington
$131K +$648 +2 +0.5%
CAS
1246
Coppell Advisory Solutions
Texas
$127K – – –
FLP
1247
Financial Life Planners
Arizona
$122K +$123K +380 New
FM
1248
Family Management
New York
$121K +$8.1K +25 +7%
BCMLT
1249
Beacon Capital Management LLC (Tennessee)
Tennessee
$120K +$324 +1 +0.3%
CMA
1250
Cedar Mountain Advisors
Oregon
$120K – – –