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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
426
Mission Wealth Management
California
$1.44M +$80.7K +368 +5%
PFWA
427
Paces Ferry Wealth Advisors
Georgia
$1.42M -$11.6K -53 -0.7%
SCM
428
Stordahl Capital Management
Colorado
$1.41M +$43.2K +197 +3%
BBW
429
Blue Barn Wealth
Utah
$1.4M -$102K -464 -6%
CT
430
Coastline Trust
Rhode Island
$1.4M +$239K +1,090 +18%
CWM
431
Curi Wealth Management
North Carolina
$1.38M +$1.54M +7,010 New
MFGP
432
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.38M – – –
AIP
433
Almanack Investment Partners
Pennsylvania
$1.37M +$762K +3,473 +100%
LWA
434
LWS Wealth Advisors
New Jersey
$1.37M +$75.9K +346 +5%
WF
435
Welch & Forbes
Massachusetts
$1.37M – – –
TFM
436
TFC Financial Management
Massachusetts
$1.36M +$798K +3,640 +112%
ASC
437
Atalanta Sosnoff Capital
New York
$1.36M +$895K +4,081 +146%
TFCP
438
Twin Focus Capital Partners
Massachusetts
$1.35M – – –
HCM
439
HMS Capital Management
Tennessee
$1.35M – – –
MG
440
Mather Group
Illinois
$1.35M +$141K +642 +10%
CCG
441
Cypress Capital Group
Florida
$1.32M -$29.4K -134 -2%
X
442
Xponance
Pennsylvania
$1.32M +$600K +2,735 +69%
ALWM
443
Andrews Lucia Wealth Management
California
$1.32M -$83.3K -380 -5%
NFG
444
Nadler Financial Group
Illinois
$1.31M +$139K +632 +11%
CFA
445
Cahill Financial Advisors
Minnesota
$1.3M +$1.44M +6,571 New
FPF
446
First Pacific Financial
Washington
$1.3M – – –
ATC
447
Argent Trust Co
Tennessee
$1.29M – – –
NAM
448
NorthCrest Asset Manangement
Minnesota
$1.27M +$3.73K +17 +0.3%
GL
449
Graypoint LLC
New York
$1.27M – – –
TAM
450
Townsend Asset Management
North Carolina
$1.25M – – –
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