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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TT
651
TI-Trust
Illinois
$1.25M – – –
CTA
652
Colonial Trust Advisors
South Carolina
$1.24M – – –
PFA
653
Pathway Financial Advisors
Vermont
$1.24M – – –
HAP
654
Harbor Asset Planning
Massachusetts
$1.24M +$3.87K +11 +0.3%
BOPW
655
Brandywine Oak Private Wealth
Pennsylvania
$1.23M – – –
IW
656
Instrumental Wealth
Florida
$1.23M -$68K -193 -6%
ATI
657
ARK & TLK Investments
Oklahoma
$1.22M -$1.26M -3,586 -52%
AC
658
AlphaCore Capital
California
$1.22M -$4.93K -14 -0.4%
PP
659
Patten & Patten
Tennessee
$1.22M +$1.17M +3,328 New
BG
660
Bollard Group
Massachusetts
$1.22M +$2.82K +8 +0.2%
BFWA
661
Benchmark Financial Wealth Advisors
Florida
$1.21M +$2.82K +8 +0.2%
GF
662
Gries Financial
Ohio
$1.2M – – –
NA
663
Note Advisors
New York
$1.19M – – –
LBC
664
Lowe Brockenbrough & Co
Virginia
$1.19M -$14.1K -40 -1%
LPT
665
Legacy Private Trust
Wisconsin
$1.19M – – –
RW
666
Regimen Wealth
Georgia
$1.19M +$2.82K +8 +0.2%
DFA
667
DHJJ Financial Advisors
Illinois
$1.18M +$352 +1 +0%
WSWA
668
Warren Street Wealth Advisors
California
$1.18M -$34.5K -98 -3%
CW
669
CreativeOne Wealth
Kansas
$1.17M -$226K -642 -17%
GWSG
670
GPS Wealth Strategies Group
Colorado
$1.16M +$4.23K +12 +0.4%
MWA
671
Meridian Wealth Advisors
Texas
$1.16M +$12K +34 +1%
ST
672
Spinnaker Trust
Maine
$1.16M – – –
MFA
673
McClarren Financial Advisors
Pennsylvania
$1.16M -$546K -1,551 -49%
KV
674
Kickstand Ventures
New York
$1.15M -$40.5K -115 -4%
WPC
675
Waters Parkerson & Co
Louisiana
$1.15M – – –
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