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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
651
Raymond James Trust
Florida
$969K -$26.4K -92 -3%
CAM
652
Cozad Asset Management
Illinois
$968K – – –
GF
653
Gries Financial
Ohio
$964K -$14.4K -50 -2%
DFA
654
DHJJ Financial Advisors
Illinois
$960K +$287 +1 +0%
KPWS
655
Kestra Private Wealth Services
Texas
$959K -$129K -450 -12%
W
656
Wealthquest
Ohio
$954K – – –
AI
657
Atria Investments
North Carolina
$949K -$2.56M -8,899 -74%
DP
658
Denver PWM
Colorado
$948K +$2.58K +9 +0.3%
GWSG
659
GPS Wealth Strategies Group
Colorado
$948K -$4.02K -14 -0.4%
CA
660
Cortland Associates
Missouri
$946K – – –
ST
661
Spinnaker Trust
Maine
$942K – – –
CWA
662
CJM Wealth Advisers
Virginia
$941K – – –
SFG
663
SNS Financial Group
Minnesota
$938K – – –
WPC
664
Waters Parkerson & Co
Louisiana
$937K – – –
MWA
665
Meridian Wealth Advisors
Texas
$935K – – –
RW
666
Regimen Wealth
Georgia
$932K +$2.3K +8 +0.3%
SWM
667
Scissortail Wealth Management
Oklahoma
$929K – – –
WA
668
Wealth Architects
California
$929K – – –
MFIM
669
Mesirow Financial Investment Management
Illinois
$928K -$83.3K -290 -9%
PFWA
670
Paces Ferry Wealth Advisors
Georgia
$922K -$2.3K -8 -0.3%
OFS
671
Oldfather Financial Services
Nebraska
$918K -$63.2K -220 -7%
FA
672
Fermata Advisors
California
$915K +$31.3K +109 +4%
WWMSC
673
Wagner Wealth Management (South Carolina)
South Carolina
$910K +$4.02K +14 +0.5%
FWI
674
Facet Wealth Inc
Maryland
$907K -$116K -404 -12%
CWP
675
Cyndeo Wealth Partners
Florida
$903K +$109K +381 +14%
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