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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
626
Independent Advisor Alliance
North Carolina
$229K -$17.5M -103,306 -98%
SW
627
SkyOak Wealth
Michigan
$229K -$169 -1 -0.1%
FI
628
Financial Insights
Washington
$228K – – –
SFG
629
StrategIQ Financial Group
Indiana
$227K +$676 +4 +0.2%
ERIM
630
Eagle Ridge Investment Management
Connecticut
$226K -$65.1K -385 -19%
BEAM
631
Baker Ellis Asset Management
Washington
$226K -$51.2K -303 -16%
TTWM
632
TCV Trust & Wealth Management
Virginia
$226K -$16.9K -100 -6%
PAG
633
Pinnacle Advisory Group
Maryland
$224K – – –
FWP
634
FAS Wealth Partners
Kansas
$218K – – –
ACP
635
Aveo Capital Partners
Colorado
$217K – – –
HCP
636
Holt Capital Partners
Texas
$217K – – –
EP
637
Eudaimonia Partners
Tennessee
$216K -$35K -207 -12%
BFG
638
Barber Financial Group
Kansas
$216K – – –
MLIC
639
Mandatum Life Insurance Company
Finland
$215K – – –
VCA
640
Verdence Capital Advisors
Maryland
$214K – – –
AC
641
Apella Capital
Connecticut
$214K +$255K +1,510 New
IA
642
IFG Advisors
Missouri
$211K +$252K +1,490 New
AC
643
AlphaCore Capital
California
$207K -$80.3K -475 -25%
NNP
644
Nachman Norwood & Parrott
South Carolina
$207K – – –
AAM
645
Aureus Asset Management
Massachusetts
$205K – – –
RIS
646
Retirement Income Solutions
Michigan
$204K +$244K +1,444 New
AMG
647
Asset Management Group
Connecticut
$200K – – –
IFAM
648
Institutional & Family Asset Management
Colorado
$191K +$1.18K +7 +0.5%
VCP
649
Verus Capital Partners
Arizona
$189K -$1.35K -8 -0.6%
NG
650
NWK Group
California
$187K – – –
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