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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
626
Valmark Advisers
Ohio
$1.11M +$137K +424 +13%
HGWM
627
Horst & Graben Wealth Management
Oregon
$1.11M +$97K +300 +9%
KV
628
Kickstand Ventures
New York
$1.11M +$514K +1,589 +79%
KPWS
629
Kestra Private Wealth Services
Texas
$1.1M -$716K -2,215 -38%
WHCI
630
W.H. Cornerstone Investments
Massachusetts
$1.1M -$398K -1,230 -25%
QC
631
Quadrature Capital
United Kingdom
$1.09M +$1.15M +3,564 New
WIC
632
Whitegate Investment Counselors
New Hampshire
$1.09M -$2.91K -9 -0.3%
HWA
633
Heritage Wealth Advisors
Virginia
$1.09M -$149K -462 -12%
AIM
634
Aspen Investment Management
Michigan
$1.09M +$388K +1,200 +51%
LPT
635
Legacy Private Trust
Wisconsin
$1.08M – – –
GLA
636
Good Life Advisors
Pennsylvania
$1.07M +$3.56K +11 +0.3%
OFP
637
OFC Financial Planning
New Jersey
$1.06M -$14.2K -44 -1%
VF
638
Vawter Financial
Ohio
$1.06M – – –
MOS
639
MGO One Seven
Ohio
$1.06M -$28.5K -88 -2%
FAM
640
Flaharty Asset Management
Florida
$1.06M -$27.5K -85 -2%
IW
641
Instrumental Wealth
Florida
$1.06M -$11K -34 -1%
ORG
642
Optimist Retirement Group
Washington
$1.06M – – –
TT
643
TI-Trust
Illinois
$1.05M – – –
NA
644
Note Advisors
New York
$1.04M -$148K -459 -12%
CTA
645
Colonial Trust Advisors
South Carolina
$1.04M – – –
PFA
646
Pathway Financial Advisors
Vermont
$1.04M – – –
MFA
647
McClarren Financial Advisors
Pennsylvania
$1.04M +$563K +1,740 New
AIM
648
Avity Investment Management
Connecticut
$1.04M +$19.4K +60 +2%
BOPW
649
Brandywine Oak Private Wealth
Pennsylvania
$1.03M – – –
FA
650
Flagstar Advisors
New York
$1.02M +$42K +130 +4%
24 25
26
27 28