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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LT
426
Legacy Trust
Michigan
$1.82M +$46.1K +200 +3%
AC
427
Abbrea Capital
California
$1.8M – – –
NCM
428
Next Capital Management
New York
$1.8M +$175K +759 +11%
GAM
429
Gemmer Asset Management
California
$1.79M +$921 +4 +0.1%
CWM
430
Castle Wealth Management
Florida
$1.78M -$22.1K -96 -1%
BAMG
431
Brand Asset Management Group
Missouri
$1.76M -$182K -792 -10%
GSAM
432
Grant Street Asset Management
Pennsylvania
$1.75M +$1.66M +7,195 New
CIC
433
Carnegie Investment Counsel
Ohio
$1.75M -$5.3K -23 -0.3%
RWP
434
RWA Wealth Partners
Massachusetts
$1.73M -$14K -61 -0.9%
AWM
435
Avior Wealth Management
Nebraska
$1.73M -$530K -2,302 -24%
SWA
436
Stratos Wealth Advisors
Ohio
$1.73M +$2.76K +12 +0.2%
CWM
437
Curi Wealth Management
North Carolina
$1.73M +$4.38K +19 +0.3%
RSS
438
Rosenblum Silverman Sutton
California
$1.72M -$7.83K -34 -0.5%
SCM
439
Stordahl Capital Management
Colorado
$1.71M -$30.6K -133 -2%
BFM
440
Broadview Financial Management
Wisconsin
$1.7M -$93.5K -406 -6%
CCT
441
Capital City Trust
Florida
$1.68M -$1.15K -5 -0.1%
FFM
442
Forum Financial Management
Illinois
$1.67M +$1.2M +5,212 +317%
CWA
443
Capital Wealth Alliance
Arizona
$1.65M +$18.2K +79 +1%
MFGP
444
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.63M +$1.61K +7 +0.1%
BAM
445
Belpointe Asset Management
Nevada
$1.62M -$2.71M -11,784 -64%
FPF
446
First Pacific Financial
Washington
$1.62M +$3.92K +17 +0.3%
BBW
447
Blue Barn Wealth
Utah
$1.62M -$57.8K -251 -4%
MSRPS
448
Maryland State Retirement & Pension System
Maryland
$1.61M -$1.49M -6,458 -49%
FCBT
449
First Citizens Bank & Trust
North Carolina
$1.61M -$97.4K -423 -6%
CFA
450
Cahill Financial Advisors
Minnesota
$1.6M – – –
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