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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
701
Boston Trust Walden
Massachusetts
$805K – – –
LWM
702
LongView Wealth Management
Georgia
$803K -$2.58K -9 -0.3%
CIC
703
Carnegie Investment Counsel
Ohio
$801K -$364K -1,267 -32%
ATPW
704
Ashton Thomas Private Wealth
Arizona
$799K +$287 +1 +0%
BHBT
705
Burke & Herbert Bank & Trust
Virginia
$796K +$768K +2,674 New
RA
706
RFG Advisory
Alabama
$793K +$1.72K +6 +0.2%
SFP
707
Shepherd Financial Partners
Massachusetts
$791K – – –
DDPIC
708
Deroy & Devereaux Private Investment Counsel
Michigan
$790K -$61.4K -214 -7%
LP
709
LGL Partners
Pennsylvania
$789K +$2.01K +7 +0.3%
CM
710
Columbus Macro
Pennsylvania
$784K – – –
CIA
711
Capital Investment Advisors
Georgia
$779K -$5.74K -20 -0.8%
RFA
712
Resurgent Financial Advisors
Georgia
$779K – – –
TWM
713
Tradition Wealth Management
Minnesota
$776K +$386K +1,345 +106%
EP
714
Edgestream Partners
New Jersey
$759K -$73.5K -256 -9%
TPW
715
Transatlantique Private Wealth
New York
$758K – – –
TCA
716
Transcend Capital Advisors
New Jersey
$754K +$477K +1,663 +191%
FWP
717
Firethorn Wealth Partners
Georgia
$753K -$20.1K -70 -3%
GFS
718
GYL Financial Synergies
Connecticut
$753K – – –
PCM
719
Prelude Capital Management
New York
$744K +$718K +2,500 New
CW
720
CreativeOne Wealth
Kansas
$735K -$1.61M -5,607 -69%
BW
721
BIP Wealth
Georgia
$734K – – –
NME
722
Notis-McConarty Edward
$729K -$57.4K -200 -8%
CCA
723
Childress Capital Advisors
Texas
$729K – – –
HL
724
HeadInvest LLC
Maine
$726K -$14.1K -49 -2%
FPF
725
First Pacific Financial
Washington
$723K -$12.9K -45 -2%
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