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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
726
Pinnacle Private Wealth
Massachusetts
$464K +$452K +1,755 New
AUB
727
Atlantic Union Bankshares
Virginia
$462K – – –
NWM
728
Nauset Wealth Management
Connecticut
$462K +$450K +1,749 New
JAG
729
Journey Advisory Group
Kentucky
$461K +$449K +1,743 New
MPWT
730
MassMutual Private Wealth & Trust
Connecticut
$453K -$20.3K -79 -4%
LL
731
LPWM LLC
Minnesota
$452K – – –
MWA
732
Monograph Wealth Advisors
California
$452K +$440K +1,708 New
DBT
733
Dubuque Bank & Trust
Iowa
$447K -$9.78K -38 -2%
TWM
734
Tolleson Wealth Management
Texas
$447K – – –
MMHP
735
Murphy Middleton Hinkle & Parker
Georgia
$446K – – –
SYBT
736
Stock Yards Bank & Trust
Kentucky
$444K – – –
DC
737
Davenport & Co
Virginia
$443K -$7.72K -30 -2%
JFA
738
Johanson Financial Advisors
California
$443K +$1.29K +5 +0.3%
GG
739
Greenwood Gearhart
Arkansas
$442K – – –
OBWP
740
O'Brien Wealth Partners
Massachusetts
$440K – – –
WAP
741
Wealthcare Advisory Partners
Pennsylvania
$439K +$81.6K +317 +24%
PAMG
742
Patton Albertson Miller Group
Tennessee
$438K – – –
HTC
743
Haverford Trust Company
Pennsylvania
$436K – – –
KLI
744
Kelman-Lazarov Inc
Tennessee
$436K – – –
PSIWM
745
Paradigm Strategies in Wealth Management
Minnesota
$436K – – –
NWM
746
Northwest Wealth Management
Iowa
$435K +$40.2K +156 +10%
CWM
747
Connecticut Wealth Management
Connecticut
$435K +$44K +171 +12%
PA
748
Pinnacle Associates
New York
$431K -$25.7K -100 -6%
KL
749
KilterHowling LLC
Colorado
$431K +$420K +1,630 New
SPFA
750
Summit Place Financial Advisors
New Jersey
$419K +$2.06K +8 +0.5%
28 29
30
31 32