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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
676
Brandywine Oak Private Wealth
Pennsylvania
$1.17M – – –
LPT
677
Legacy Private Trust
Wisconsin
$1.16M – – –
RW
678
Regimen Wealth
Georgia
$1.16M -$5.59K -15 -0.5%
LBC
679
Lowe Brockenbrough & Co
Virginia
$1.15M -$11.2K -30 -0.9%
PIA
680
Polaris Investment Advisors
Massachusetts
$1.15M – – –
DFA
681
DHJJ Financial Advisors
Illinois
$1.15M – – –
SW
682
Simplicity Wealth
New Jersey
$1.15M +$228K +611 +23%
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M +$582K +1,562 +95%
IW
684
Instrumental Wealth
Florida
$1.14M +$2.24K +6 +0.2%
AFP
685
ATLas Financial Planning
Georgia
$1.14M -$35K -94 -3%
MWA
686
Meridian Wealth Advisors
Texas
$1.14M +$1.86K +5 +0.2%
GWP
687
Gateway Wealth Partners
Wisconsin
$1.14M +$932K +2,500 +365%
SC
688
Soundwatch Capital
Connecticut
$1.13M – – –
NA
689
Note Advisors
New York
$1.13M – – –
WPC
690
Waters Parkerson & Co
Louisiana
$1.12M – – –
WA
691
Wealth Architects
California
$1.11M – – –
SFG
692
SNS Financial Group
Minnesota
$1.1M – – –
BFWA
693
Benchmark Financial Wealth Advisors
Florida
$1.1M +$2.61K +7 +0.2%
ST
694
Spinnaker Trust
Maine
$1.1M – – –
RWM
695
Rockwood Wealth Management
Pennsylvania
$1.1M -$167K -447 -13%
WW
696
Waterfront Wealth
Kansas
$1.09M -$10.8K -29 -0.9%
W
697
Wealthquest
Ohio
$1.09M -$36.9K -99 -3%
MFA
698
McClarren Financial Advisors
Pennsylvania
$1.09M -$408K -1,095 -26%
CA
699
Cortland Associates
Missouri
$1.08M – – –
CAM
700
Chandler Asset Management
California
$1.07M – – –
26 27
28
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