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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
601
Vishria Bird Financial Group
Tennessee
$1.35M – – –
PJWM
602
Philip James Wealth Mangement
Georgia
$1.3M – – –
PFG
603
Pacific Financial Group
Washington
$1.3M – – –
NCM
604
Neumann Capital Management
California
$1.29M -$11K -34 -0.8%
HWA
605
Heritage Wealth Advisors
Virginia
$1.29M – – –
EI
606
Ellevest Inc
New York
$1.28M – – –
RC
607
Rovin Capital
Arizona
$1.28M -$103K -319 -7%
VAS
608
Vestmark Advisory Solutions
Massachusetts
$1.28M +$345K +1,065 +37%
OC
609
Oppenheimer & Co
New York
$1.27M +$20.4K +63 +2%
CAAS
610
Capital Asset Advisory Services
Michigan
$1.27M – – –
WCP
611
Wick Capital Partners
Pennsylvania
$1.27M -$224K -692 -15%
AWM
612
Axxcess Wealth Management
California
$1.27M +$8.75K +27 +0.7%
MAM
613
McCarthy Asset Management
California
$1.26M -$169K -523 -12%
PCIA
614
Prime Capital Investment Advisors
Kansas
$1.26M -$162K -500 -11%
GCM
615
Graver Capital Management
Ohio
$1.25M +$1.26M +3,878 New
BL
616
Balentine LLC
Georgia
$1.25M -$33K -102 -3%
NA
617
Note Advisors
New York
$1.24M +$1.25M +3,859 New
ES
618
Eagle Strategies
New York
$1.24M +$648 +2 +0.1%
BEI
619
Benjamin Edwards Inc
Missouri
$1.24M +$77.4K +239 +7%
AF
620
Advisornet Financial
Minnesota
$1.23M +$54.4K +168 +5%
IFG
621
Independent Financial Group
California
$1.23M +$25.6K +79 +2%
TWM
622
Tanager Wealth Management
United Kingdom
$1.22M – – –
WA
623
Wealthstream Advisors
New York
$1.22M – – –
PFPT
624
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.22M +$8.1K +25 +0.7%
SWP
625
Strategic Wealth Partners
Ohio
$1.22M – – –
23 24
25
26 27