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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
601
Pacific Financial Group
Washington
$1.24M – – –
AI
602
Atria Investments
North Carolina
$1.24M -$980K -3,030 -43%
NCM
603
Neumann Capital Management
California
$1.22M -$7.76K -24 -0.6%
PJWM
604
Philip James Wealth Mangement
Georgia
$1.22M -$23K -71 -2%
SC
605
SouthState Corp
Florida
$1.2M +$1.15M +3,547 +959%
MAM
606
McCarthy Asset Management
California
$1.2M +$1.62K +5 +0.1%
CAAS
607
Capital Asset Advisory Services
Michigan
$1.2M -$14.2K -44 -1%
GCM
608
Graver Capital Management
Ohio
$1.19M – – –
BL
609
Balentine LLC
Georgia
$1.19M – – –
ES
610
Eagle Strategies
New York
$1.18M +$3.56K +11 +0.3%
AWM
611
Axxcess Wealth Management
California
$1.18M -$23K -71 -2%
RC
612
Rovin Capital
Arizona
$1.18M -$47.5K -147 -4%
PFPT
613
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.17M +$8.41K +26 +0.7%
TWM
614
Tanager Wealth Management
United Kingdom
$1.17M – – –
WA
615
Wealthstream Advisors
New York
$1.16M – – –
SC
616
Soundwatch Capital
Connecticut
$1.16M – – –
SSC
617
Syverson Strege & Co
Iowa
$1.15M +$323 +1 +0%
CIA
618
Choate Investment Advisors
Massachusetts
$1.15M – – –
CWM
619
Congress Wealth Management
Massachusetts
$1.15M -$289K -893 -19%
SF
620
Summit Financial
New Jersey
$1.15M -$632K -1,954 -34%
KFI
621
Key Financial Inc
Pennsylvania
$1.14M – – –
KCM
622
Kendall Capital Management
Maryland
$1.13M – – –
PIA
623
Petredis Investment Advisors
Pennsylvania
$1.13M – – –
WP
624
Westmount Partners
California
$1.13M – – –
EI
625
Ellevest Inc
New York
$1.12M -$110K -340 -9%
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