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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
ORG
651
Optimist Retirement Group
Washington
$1.11M – – –
BAM
652
Belpointe Asset Management
Nevada
$1.1M -$910K -2,808 -44%
TT
653
TI-Trust
Illinois
$1.1M – – –
CTA
654
Colonial Trust Advisors
South Carolina
$1.1M – – –
PFA
655
Pathway Financial Advisors
Vermont
$1.1M +$1.1M +3,400 New
BOPW
656
Brandywine Oak Private Wealth
Pennsylvania
$1.09M – – –
WSWA
657
Warren Street Wealth Advisors
California
$1.08M -$23K -71 -2%
GRP
658
Global Retirement Partners
California
$1.08M +$122K +378 +13%
AIM
659
Avity Investment Management
Connecticut
$1.07M -$346K -1,067 -24%
FFA
660
Fragasso Financial Advisors
Pennsylvania
$1.07M -$87.1K -269 -7%
HGWM
661
Horst & Graben Wealth Management
Oregon
$1.07M +$3.56K +11 +0.3%
SA
662
Strategic Advisors
New York
$1.07M -$338K -1,044 -24%
BG
663
Bollard Group
Massachusetts
$1.06M +$3.24K +10 +0.3%
AWM
664
AE Wealth Management
Kansas
$1.06M -$68.7K -212 -6%
LCWP
665
Legacy Capital Wealth Partners
Arkansas
$1.06M +$1.07M +3,293 New
GF
666
Gries Financial
Ohio
$1.06M – – –
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$1.06M +$1.62K +5 +0.2%
MPW
668
MA Private Wealth
California
$1.05M – – –
CAM
669
Cozad Asset Management
Illinois
$1.05M – – –
DFA
670
DHJJ Financial Advisors
Illinois
$1.04M +$324 +1 +0%
GWSG
671
GPS Wealth Strategies Group
Colorado
$1.03M +$4.21K +13 +0.4%
W
672
Wealthquest
Ohio
$1.03M – – –
DP
673
Denver PWM
Colorado
$1.03M +$3.24K +10 +0.3%
VA
674
Valmark Advisers
Ohio
$1.03M +$232K +717 +29%
BCM
675
Brookstone Capital Management
Illinois
$1.03M -$86.5K -267 -8%
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