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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
426
Abbrea Capital
California
$1.8M – – –
NCM
427
Next Capital Management
New York
$1.8M +$175K +759 +11%
GAM
428
Gemmer Asset Management
California
$1.79M +$921 +4 +0.1%
CWM
429
Castle Wealth Management
Florida
$1.78M -$22.1K -96 -1%
BAMG
430
Brand Asset Management Group
Missouri
$1.76M -$182K -792 -10%
GSAM
431
Grant Street Asset Management
Pennsylvania
$1.75M +$1.66M +7,195 New
CIC
432
Carnegie Investment Counsel
Ohio
$1.75M -$5.3K -23 -0.3%
RWP
433
RWA Wealth Partners
Massachusetts
$1.73M -$14K -61 -0.9%
AWM
434
Avior Wealth Management
Nebraska
$1.73M -$530K -2,302 -24%
SWA
435
Stratos Wealth Advisors
Ohio
$1.73M +$2.76K +12 +0.2%
CWM
436
Curi Wealth Management
North Carolina
$1.73M +$4.38K +19 +0.3%
RSS
437
Rosenblum Silverman Sutton
California
$1.72M -$7.83K -34 -0.5%
SCM
438
Stordahl Capital Management
Colorado
$1.71M -$30.6K -133 -2%
BFM
439
Broadview Financial Management
Wisconsin
$1.7M -$93.5K -406 -6%
CCT
440
Capital City Trust
Florida
$1.68M -$1.15K -5 -0.1%
FFM
441
Forum Financial Management
Illinois
$1.67M +$1.2M +5,212 +317%
CWA
442
Capital Wealth Alliance
Arizona
$1.65M +$18.2K +79 +1%
MFGP
443
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.63M +$1.61K +7 +0.1%
BAM
444
Belpointe Asset Management
Nevada
$1.62M -$2.71M -11,784 -64%
FPF
445
First Pacific Financial
Washington
$1.62M +$3.92K +17 +0.3%
BBW
446
Blue Barn Wealth
Utah
$1.62M -$57.8K -251 -4%
MSRPS
447
Maryland State Retirement & Pension System
Maryland
$1.61M -$1.49M -6,458 -49%
FCBT
448
First Citizens Bank & Trust
North Carolina
$1.61M -$97.4K -423 -6%
CFA
449
Cahill Financial Advisors
Minnesota
$1.6M – – –
CGPCS
450
Capital Group Private Client Services
California
$1.6M +$43.1K +187 +3%
16 17
18
19 20