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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
526
Abacus Planning Group
South Carolina
$1.09M – – –
LFWA
527
LBJ Family Wealth Advisors
Texas
$1.07M -$92.3K -377 -8%
FRA
528
Frank Rimerman Advisors
California
$1.07M – – –
IW
529
Instrumental Wealth
Florida
$1.06M +$5.39K +22 +0.5%
KWM
530
Kingsview Wealth Management
Oregon
$1.05M +$688K +2,810 +170%
MAM
531
McCarthy Asset Management
California
$1.03M – – –
AIM
532
Avity Investment Management
Connecticut
$1.03M – – –
TI
533
Truepoint Inc
Ohio
$1.02M – – –
SC
534
Soundwatch Capital
Connecticut
$1.02M -$1.47K -6 -0.1%
ET
535
Equitable Trust
Tennessee
$1.01M -$24.5K -100 -2%
CRG
536
Cornerstone Retirement Group
Nevada
$1.01M +$1.05M +4,290 New
SF
537
Summit Financial
New Jersey
$995K – – –
PFWA
538
Paces Ferry Wealth Advisors
Georgia
$992K -$31.1K -127 -3%
HWA
539
Heritage Wealth Advisors
Virginia
$987K -$49K -200 -5%
GLA
540
Good Life Advisors
Pennsylvania
$985K – – –
CWM
541
Connecticut Wealth Management
Connecticut
$983K +$259K +1,056 +34%
VBFG
542
Vishria Bird Financial Group
Tennessee
$982K – – –
EL
543
EQ LLC
Washington
$981K – – –
MFA
544
McClarren Financial Advisors
Pennsylvania
$962K -$29.6K -121 -3%
MSRPS
545
Maryland State Retirement & Pension System
Maryland
$962K -$612K -2,502 -38%
CIA
546
Choate Investment Advisors
Massachusetts
$959K -$1.87M -7,635 -65%
WSWA
547
Warren Street Wealth Advisors
California
$959K – – –
CWC
548
Carolinas Wealth Consulting
North Carolina
$959K -$217K -885 -17%
CIC
549
Carnegie Investment Counsel
Ohio
$958K -$756K -3,087 -43%
TFA
550
Triad Financial Advisors
North Carolina
$957K -$4.41K -18 -0.4%
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