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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
726
Atlantic Union Bankshares
Virginia
$462K – – –
NWM
727
Nauset Wealth Management
Connecticut
$462K +$450K +1,749 New
JAG
728
Journey Advisory Group
Kentucky
$461K +$449K +1,743 New
MPWT
729
MassMutual Private Wealth & Trust
Connecticut
$453K -$20.3K -79 -4%
LL
730
LPWM LLC
Minnesota
$452K – – –
MWA
731
Monograph Wealth Advisors
California
$452K +$440K +1,708 New
DBT
732
Dubuque Bank & Trust
Iowa
$447K -$9.78K -38 -2%
TWM
733
Tolleson Wealth Management
Texas
$447K – – –
MMHP
734
Murphy Middleton Hinkle & Parker
Georgia
$446K – – –
SYBT
735
Stock Yards Bank & Trust
Kentucky
$444K – – –
DC
736
Davenport & Co
Virginia
$443K -$7.72K -30 -2%
JFA
737
Johanson Financial Advisors
California
$443K +$1.29K +5 +0.3%
GG
738
Greenwood Gearhart
Arkansas
$442K – – –
OBWP
739
O'Brien Wealth Partners
Massachusetts
$440K – – –
WAP
740
Wealthcare Advisory Partners
Pennsylvania
$439K +$81.6K +317 +24%
PAMG
741
Patton Albertson Miller Group
Tennessee
$438K – – –
HTC
742
Haverford Trust Company
Pennsylvania
$436K – – –
KLI
743
Kelman-Lazarov Inc
Tennessee
$436K – – –
PSIWM
744
Paradigm Strategies in Wealth Management
Minnesota
$436K – – –
NWM
745
Northwest Wealth Management
Iowa
$435K +$40.2K +156 +10%
CWM
746
Connecticut Wealth Management
Connecticut
$435K +$44K +171 +12%
PA
747
Pinnacle Associates
New York
$431K -$25.7K -100 -6%
KL
748
KilterHowling LLC
Colorado
$431K +$420K +1,630 New
SPFA
749
Summit Place Financial Advisors
New Jersey
$419K +$2.06K +8 +0.5%
1SB
750
1ST Source Bank
Indiana
$418K -$19.8K -77 -5%
28 29
30
31 32