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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
676
Kingsview Wealth Management
Oregon
$1.03M -$3.19M -9,855 -76%
MAM
677
Madison Asset Management
Wisconsin
$1.03M +$763K +2,354 +282%
MIA
678
Madison Investment Advisors
Wisconsin
$1.03M +$1.03M +3,189 New
FA
679
Flagstar Advisors
New York
$1.03M +$137K +423 +15%
ST
680
Spinnaker Trust
Maine
$1.02M – – –
CWA
681
CJM Wealth Advisers
Virginia
$1.02M – – –
RW
682
Regimen Wealth
Georgia
$1.02M +$3.24K +10 +0.3%
SFG
683
SNS Financial Group
Minnesota
$1.02M – – –
MWA
684
Meridian Wealth Advisors
Texas
$1.02M +$2.59K +8 +0.3%
WPC
685
Waters Parkerson & Co
Louisiana
$1.01M – – –
WW
686
Waterfront Wealth
Kansas
$1.01M +$368K +1,136 +57%
SWM
687
Scissortail Wealth Management
Oklahoma
$1.01M +$1.01M +3,121 +312,100%
DC
688
Davenport & Co
Virginia
$1.01M -$33.7K -104 -3%
WA
689
Wealth Architects
California
$1.01M – – –
CC
690
Courier Capital
New York
$994K -$48.3K -149 -5%
PCG
691
Prosperity Consulting Group
Maryland
$991K -$4.54K -14 -0.5%
WGCA
692
Wolf Group Capital Advisors
Virginia
$985K – – –
WWMSC
693
Wagner Wealth Management (South Carolina)
South Carolina
$981K – – –
CA
694
Cortland Associates
Missouri
$979K – – –
UFF
695
USA Financial Formulas
Michigan
$979K -$53.5K -165 -5%
RPGK
696
Retirement Planning Group (Kansas)
Kansas
$976K – – –
AAM
697
AMI Asset Management
California
$973K +$509K +1,571 +108%
CWM
698
Connecticut Wealth Management
Connecticut
$971K -$177K -547 -15%
CAM
699
Chandler Asset Management
California
$966K -$648K -2,000 -40%
CW
700
CreativeOne Wealth
Kansas
$963K +$77.7K +240 +9%
26 27
28
29 30