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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
626
Retirement Planning Group (Kansas)
Kansas
$706K +$51.5K +234 +8%
ASW
627
Astoria Strategic Wealth
Texas
$704K – – –
WA
628
Wealth Architects
California
$703K – – –
PCG
629
Prosperity Consulting Group
Maryland
$701K -$47.5K -216 -6%
RW
630
Regimen Wealth
Georgia
$694K +$2.64K +12 +0.4%
WWMSC
631
Wagner Wealth Management (South Carolina)
South Carolina
$686K – – –
FWP
632
Firethorn Wealth Partners
Georgia
$686K +$34.6K +157 +6%
BFEC
633
Benjamin F. Edwards & Company
Missouri
$685K -$148K -674 -18%
GRP
634
Global Retirement Partners
California
$684K -$183K -830 -21%
KCM
635
KM Capital Management
Texas
$682K – – –
GP
636
Girard Partners
Pennsylvania
$682K -$2.06M -9,354 -76%
VP
637
Verum Partners
North Carolina
$678K +$5.28K +24 +0.8%
LBC
638
Lowe Brockenbrough & Co
Virginia
$677K – – –
WPA
639
West Paces Advisors
Georgia
$662K – – –
BA
640
Bristlecone Advisors
Washington
$661K +$1.1K +5 +0.2%
SPIA
641
Steward Partners Investment Advisory
New York
$661K – – –
MPWT
642
MassMutual Private Wealth & Trust
Connecticut
$659K +$60.5K +275 +10%
RIA
643
Regal Investment Advisors
Michigan
$658K +$1.98K +9 +0.3%
FFA
644
Fi3 Financial Advisors
Indiana
$656K – – –
CAAS
645
Capital Asset Advisory Services
Michigan
$654K +$37.4K +170 +6%
UAS
646
United Asset Strategies
New York
$654K +$7.48K +34 +1%
BCP
647
Berkeley Capital Partners
Georgia
$653K – – –
AMBIA
648
Allen Mooney & Barnes Investment Advisors
Georgia
$650K +$1.32K +6 +0.2%
BL
649
Balentine LLC
Georgia
$650K -$59.4K -270 -9%
SFP
650
Shepherd Financial Partners
Massachusetts
$649K -$7.92K -36 -1%
24 25
26
27 28