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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
551
Triad Financial Advisors
North Carolina
$957K -$4.41K -18 -0.4%
FNT
552
First National Trust
Pennsylvania
$957K – – –
HPM
553
Hoxton Planning & Management
West Virginia
$953K -$36.5K -149 -4%
PFG
554
Pacific Financial Group
Washington
$950K – – –
ES
555
Eagle Strategies
New York
$949K -$3.67K -15 -0.4%
CC
556
Callan Capital
California
$947K -$3.18K -13 -0.3%
LDB
557
Lee, Danner & Bass
Tennessee
$946K +$63.6K +260 +7%
WWM
558
Western Wealth Management
Colorado
$945K +$9.06K +37 +0.9%
LIM
559
Leavell Investment Management
Alabama
$944K – – –
MWM
560
Madison Wealth Management
Ohio
$942K -$4.9K -20 -0.5%
EI
561
Ellevest Inc
New York
$935K – – –
VF
562
Vawter Financial
Ohio
$935K – – –
ACM
563
Alcosta Capital Management
California
$933K – – –
NB
564
Nicolet Bankshares
Wisconsin
$933K +$33K +135 +4%
CWM
565
Concentric Wealth Management
California
$924K – – –
FCI
566
Financial Counselors Inc
Kansas
$917K +$34.8K +142 +4%
PFS
567
Prospera Financial Services
Texas
$909K +$49.2K +201 +5%
BL
568
Balentine LLC
Georgia
$908K +$240K +981 +34%
WGCA
569
Wolf Group Capital Advisors
Virginia
$906K -$53.6K -219 -5%
WPC
570
Wedmont Private Capital
Pennsylvania
$904K +$1.47K +6 +0.2%
KFI
571
Key Financial Inc
Pennsylvania
$903K +$20.8K +85 +2%
SWM
572
Soundmark Wealth Management
Washington
$903K – – –
OWA
573
One Wealth Advisors
California
$901K +$12.2K +50 +1%
TWM
574
Tanager Wealth Management
United Kingdom
$896K – – –
KC
575
Kades & Cheifetz
Pennsylvania
$895K – – –
21 22
23
24 25