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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AMBIA
701
Allen Mooney & Barnes Investment Advisors
Georgia
$822K +$861 +3 +0.1%
BTW
702
Boston Trust Walden
Massachusetts
$805K – – –
LWM
703
LongView Wealth Management
Georgia
$803K -$2.58K -9 -0.3%
CIC
704
Carnegie Investment Counsel
Ohio
$801K -$364K -1,267 -32%
ATPW
705
Ashton Thomas Private Wealth
Arizona
$799K +$287 +1 +0%
BHBT
706
Burke & Herbert Bank & Trust
Virginia
$796K +$768K +2,674 New
RA
707
RFG Advisory
Alabama
$793K +$1.72K +6 +0.2%
SFP
708
Shepherd Financial Partners
Massachusetts
$791K – – –
DDPIC
709
Deroy & Devereaux Private Investment Counsel
Michigan
$790K -$61.4K -214 -7%
LP
710
LGL Partners
Pennsylvania
$789K +$2.01K +7 +0.3%
CM
711
Columbus Macro
Pennsylvania
$784K – – –
CIA
712
Capital Investment Advisors
Georgia
$779K -$5.74K -20 -0.8%
RFA
713
Resurgent Financial Advisors
Georgia
$779K – – –
TWM
714
Tradition Wealth Management
Minnesota
$776K +$386K +1,345 +106%
EP
715
Edgestream Partners
New Jersey
$759K -$73.5K -256 -9%
TPW
716
Transatlantique Private Wealth
New York
$758K – – –
TCA
717
Transcend Capital Advisors
New Jersey
$754K +$477K +1,663 +191%
FWP
718
Firethorn Wealth Partners
Georgia
$753K -$20.1K -70 -3%
GFS
719
GYL Financial Synergies
Connecticut
$753K – – –
PCM
720
Prelude Capital Management
New York
$744K +$718K +2,500 New
CW
721
CreativeOne Wealth
Kansas
$735K -$1.61M -5,607 -69%
BW
722
BIP Wealth
Georgia
$734K – – –
NME
723
Notis-McConarty Edward
$729K -$57.4K -200 -8%
CCA
724
Childress Capital Advisors
Texas
$729K – – –
HL
725
HeadInvest LLC
Maine
$726K -$14.1K -49 -2%
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29
30 31