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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
626
Kestra Private Wealth Services
Texas
$1.11M +$94.5K +312 +10%
LPT
627
Legacy Private Trust
Wisconsin
$1.11M – – –
VF
628
Vawter Financial
Ohio
$1.11M -$75.7K -250 -7%
FAM
629
Flaharty Asset Management
Florida
$1.11M – – –
AWM
630
AE Wealth Management
Kansas
$1.1M -$35.1K -116 -3%
BCM
631
Brookstone Capital Management
Illinois
$1.09M -$41.2K -136 -4%
KC
632
Kades & Cheifetz
Pennsylvania
$1.09M +$3.33K +11 +0.3%
ORG
633
Optimist Retirement Group
Washington
$1.08M – – –
WSWA
634
Warren Street Wealth Advisors
California
$1.08M -$36.3K -120 -3%
TT
635
TI-Trust
Illinois
$1.07M – – –
CTA
636
Colonial Trust Advisors
South Carolina
$1.07M – – –
BOPW
637
Brandywine Oak Private Wealth
Pennsylvania
$1.06M – – –
HGWM
638
Horst & Graben Wealth Management
Oregon
$1.04M +$13.9K +46 +1%
RC
639
Roundview Capital
New Jersey
$1.04M – – –
BG
640
Bollard Group
Massachusetts
$1.03M +$3.33K +11 +0.3%
GF
641
Gries Financial
Ohio
$1.03M +$15.1K +50 +2%
MPWT
642
MassMutual Private Wealth & Trust
Connecticut
$1.03M -$153K -505 -13%
MPW
643
MA Private Wealth
California
$1.03M -$2.73K -9 -0.3%
RJT
644
Raymond James Trust
Florida
$1.02M +$606 +2 +0.1%
CAM
645
Cozad Asset Management
Illinois
$1.02M – – –
CC
646
Courier Capital
New York
$1.02M -$26.3K -87 -3%
DFA
647
DHJJ Financial Advisors
Illinois
$1.01M – – –
DC
648
Davenport & Co
Virginia
$1.01M -$117K -385 -11%
UFF
649
USA Financial Formulas
Michigan
$1.01M -$147K -486 -13%
LP
650
LMR Partners
United Kingdom
$1.01M +$969K +3,200 New
24 25
26
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