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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
701
Shepherd Financial Partners
Massachusetts
$765K -$822 -3 -0.1%
CWP
702
Cyndeo Wealth Partners
Florida
$764K -$5.66M -20,654 -89%
NME
703
Notis-McConarty Edward
$763K -$13.7K -50 -2%
LP
704
LGL Partners
Pennsylvania
$762K +$2.19K +8 +0.3%
SPIS
705
Steward Partners Investment Solutions
Oregon
$762K +$725K +2,644 New
CIA
706
Capital Investment Advisors
Georgia
$760K +$822 +3 +0.1%
ACIM
707
Azimuth Capital Investment Management
Michigan
$758K -$18.1K -66 -2%
RFA
708
Resurgent Financial Advisors
Georgia
$754K +$225K +822 +46%
TLFA
709
True Link Financial Advisors
California
$753K – – –
FWP
710
Firethorn Wealth Partners
Georgia
$749K -$54.3K -198 -7%
CM
711
Columbus Macro
Pennsylvania
$745K – – –
FAIM
712
Financial Advocates Investment Management
Washington
$738K -$11.6M -42,291 -83%
MWA
713
Midland Wealth Advisors
Illinois
$737K – – –
TPW
714
Transatlantique Private Wealth
New York
$734K – – –
GFS
715
GYL Financial Synergies
Connecticut
$729K – – –
SCM
716
SOL Capital Management
Maryland
$723K – – –
HL
717
HeadInvest LLC
Maine
$717K – – –
FPF
718
First Pacific Financial
Washington
$714K -$1.18M -4,323 -64%
BW
719
BIP Wealth
Georgia
$710K +$146K +533 +28%
CCA
720
Childress Capital Advisors
Texas
$706K +$137K +500 +26%
SAMC
721
Spectrum Asset Management (California)
California
$705K +$1.37K +5 +0.2%
TI
722
Trexquant Investment
Connecticut
$702K -$1.01M -3,694 -60%
SFC
723
Sprinkle Financial Consultants
Colorado
$699K +$2.74K +10 +0.4%
CWM
724
Cahaba Wealth Management
Georgia
$698K -$209K -762 -24%
HPC
725
HM Payson & Co
Maine
$692K -$46K -168 -7%
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