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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
551
Western Wealth Management
Colorado
$972K -$11.5K -50 -1%
EI
552
Ellevest Inc
New York
$970K +$138K +599 +18%
VF
553
Vawter Financial
Ohio
$970K -$106K -459 -10%
ACM
554
Alcosta Capital Management
California
$968K -$8.52K -37 -0.9%
PP
555
Pegasus Partners
Wisconsin
$959K – – –
CWM
556
Concentric Wealth Management
California
$959K +$244K +1,061 +37%
WGCA
557
Wolf Group Capital Advisors
Virginia
$943K -$50.2K -218 -5%
WPC
558
Wedmont Private Capital
Pennsylvania
$940K +$47.4K +206 +6%
SWM
559
Soundmark Wealth Management
Washington
$937K -$921 -4 -0.1%
WA
560
Wealthstream Advisors
New York
$937K +$230 +1 +0%
NB
561
Nicolet Bankshares
Wisconsin
$935K – – –
KC
562
Kades & Cheifetz
Pennsylvania
$929K +$1.61K +7 +0.2%
TWM
563
Tanager Wealth Management
United Kingdom
$926K +$875K +3,800 New
DWT
564
Dorsey & Whitney Trust
South Dakota
$923K – – –
OWA
565
One Wealth Advisors
California
$923K -$9.44K -41 -1%
SBH
566
Segall Bryant & Hamill
Illinois
$918K -$28.8K -125 -3%
VWM
567
Venturi Wealth Management
Texas
$918K +$511K +2,221 +144%
LDB
568
Lee, Danner & Bass
Tennessee
$918K +$6.91K +30 +0.8%
FCI
569
Financial Counselors Inc
Kansas
$917K +$16.8K +73 +2%
KFI
570
Key Financial Inc
Pennsylvania
$917K – – –
DP
571
Denver PWM
Colorado
$917K +$2.3K +10 +0.3%
FCA
572
FinTrust Capital Advisors
South Carolina
$911K – – –
GD
573
Grandfield & Dodd
New York
$908K – – –
FFA
574
Fragasso Financial Advisors
Pennsylvania
$904K +$2.76K +12 +0.3%
WP
575
Westmount Partners
California
$902K +$1.61K +7 +0.2%
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