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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
651
WealthTrust Asset Management
Florida
$972K +$938K +3,266 New
RJT
652
Raymond James Trust
Florida
$969K -$26.4K -92 -3%
CAM
653
Cozad Asset Management
Illinois
$968K – – –
GF
654
Gries Financial
Ohio
$964K -$14.4K -50 -2%
DFA
655
DHJJ Financial Advisors
Illinois
$960K +$287 +1 +0%
KPWS
656
Kestra Private Wealth Services
Texas
$959K -$129K -450 -12%
W
657
Wealthquest
Ohio
$954K – – –
AI
658
Atria Investments
North Carolina
$949K -$2.56M -8,899 -74%
DP
659
Denver PWM
Colorado
$948K +$2.58K +9 +0.3%
GWSG
660
GPS Wealth Strategies Group
Colorado
$948K -$4.02K -14 -0.4%
CA
661
Cortland Associates
Missouri
$946K – – –
ST
662
Spinnaker Trust
Maine
$942K – – –
CWA
663
CJM Wealth Advisers
Virginia
$941K – – –
SFG
664
SNS Financial Group
Minnesota
$938K – – –
WPC
665
Waters Parkerson & Co
Louisiana
$937K – – –
MWA
666
Meridian Wealth Advisors
Texas
$935K – – –
RW
667
Regimen Wealth
Georgia
$932K +$2.3K +8 +0.3%
SWM
668
Scissortail Wealth Management
Oklahoma
$929K – – –
WA
669
Wealth Architects
California
$929K – – –
MFIM
670
Mesirow Financial Investment Management
Illinois
$928K -$83.3K -290 -9%
PFWA
671
Paces Ferry Wealth Advisors
Georgia
$922K -$2.3K -8 -0.3%
OFS
672
Oldfather Financial Services
Nebraska
$918K -$63.2K -220 -7%
FA
673
Fermata Advisors
California
$915K +$31.3K +109 +4%
WWMSC
674
Wagner Wealth Management (South Carolina)
South Carolina
$910K +$4.02K +14 +0.5%
FWI
675
Facet Wealth Inc
Maryland
$907K -$116K -404 -12%
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