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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
626
SNS Financial Group
Minnesota
$743K +$256K +1,046 +50%
CWA
627
CJM Wealth Advisers
Virginia
$742K – – –
WPC
628
Waters Parkerson & Co
Louisiana
$740K – – –
EP
629
Edgestream Partners
New Jersey
$740K +$771K +3,149 New
MWA
630
Meridian Wealth Advisors
Texas
$738K – – –
GWSG
631
GPS Wealth Strategies Group
Colorado
$738K +$2.45K +10 +0.3%
RJT
632
Raymond James Trust
Florida
$737K -$101K -413 -12%
ASW
633
Astoria Strategic Wealth
Texas
$734K – – –
WA
634
Wealth Architects
California
$733K – – –
BAM
635
Belpointe Asset Management
Nevada
$733K -$868K -3,545 -53%
RW
636
Regimen Wealth
Georgia
$726K – – –
SFO
637
Stokes Family Office
Louisiana
$726K +$6.85K +28 +0.9%
WWMSC
638
Wagner Wealth Management (South Carolina)
South Carolina
$715K – – –
SWM
639
Segment Wealth Management
Texas
$711K +$145K +592 +24%
SYBT
640
Stock Yards Bank & Trust
Kentucky
$709K +$43.8K +179 +6%
FTS
641
Fifth Third Securities
Ohio
$707K -$111K -453 -13%
ERIM
642
Eagle Ridge Investment Management
Connecticut
$703K +$66.1K +270 +10%
FWP
643
Firethorn Wealth Partners
Georgia
$703K -$6.61K -27 -0.9%
VWM
644
Venturi Wealth Management
Texas
$692K -$201K -822 -22%
WPA
645
West Paces Advisors
Georgia
$691K – – –
RIA
646
Regal Investment Advisors
Michigan
$688K – – –
CF
647
Centaurus Financial
California
$685K +$25.5K +104 +4%
FFA
648
Fi3 Financial Advisors
Indiana
$684K – – –
FIA
649
Foundations Investment Advisors
Arizona
$684K +$165K +673 +30%
ACIM
650
Azimuth Capital Investment Management
Michigan
$683K +$35.5K +145 +5%
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