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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
726
B. Riley Wealth Management
Tennessee
$442K -$19.5K -79 -4%
HPC
727
HM Payson & Co
Maine
$441K – – –
MAM
728
Meeder Asset Management
Ohio
$439K – – –
PPW
729
Pinnacle Private Wealth
Massachusetts
$439K – – –
JAG
730
Journey Advisory Group
Kentucky
$436K – – –
FM
731
Foster & Motley
Ohio
$434K -$9.88K -40 -2%
TCWM
732
Total Clarity Wealth Management
Illinois
$430K -$33.1K -134 -7%
MWA
733
Monograph Wealth Advisors
California
$428K +$1.24K +5 +0.3%
AFG
734
Allegheny Financial Group
Pennsylvania
$427K +$422K +1,709 New
IA
735
IFG Advisors
Missouri
$424K +$88.1K +357 +27%
TWM
736
Tolleson Wealth Management
Texas
$423K – – –
MMHP
737
Murphy Middleton Hinkle & Parker
Georgia
$421K – – –
DC
738
Davenport & Co
Virginia
$421K +$1.73K +7 +0.4%
SYBT
739
Stock Yards Bank & Trust
Kentucky
$420K – – –
GG
740
Greenwood Gearhart
Arkansas
$418K – – –
HTC
741
Haverford Trust Company
Pennsylvania
$412K – – –
KLI
742
Kelman-Lazarov Inc
Tennessee
$412K – – –
NWM
743
Northwest Wealth Management
Iowa
$412K – – –
CWM
744
Connecticut Wealth Management
Connecticut
$412K +$988 +4 +0.2%
LL
745
LPWM LLC
Minnesota
$409K -$14.8K -60 -4%
KL
746
KilterHowling LLC
Colorado
$409K +$1.24K +5 +0.3%
PSIWM
747
Paradigm Strategies in Wealth Management
Minnesota
$408K -$4.94K -20 -1%
SCI
748
Stableford Capital II
Arizona
$408K +$9.13K +37 +2%
VA
749
Valmark Advisers
Ohio
$407K -$146K -593 -27%
AUB
750
Atlantic Union Bankshares
Virginia
$407K -$30.4K -123 -7%
28 29
30
31 32