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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
726
Trexquant Investment
Connecticut
$442K -$302K -1,222 -41%
BRWM
727
B. Riley Wealth Management
Tennessee
$442K -$19.5K -79 -4%
HPC
728
HM Payson & Co
Maine
$441K – – –
MAM
729
Meeder Asset Management
Ohio
$439K – – –
PPW
730
Pinnacle Private Wealth
Massachusetts
$439K – – –
JAG
731
Journey Advisory Group
Kentucky
$436K – – –
FM
732
Foster & Motley
Ohio
$434K -$9.88K -40 -2%
TCWM
733
Total Clarity Wealth Management
Illinois
$430K -$33.1K -134 -7%
MWA
734
Monograph Wealth Advisors
California
$428K +$1.24K +5 +0.3%
AFG
735
Allegheny Financial Group
Pennsylvania
$427K +$422K +1,709 New
IA
736
IFG Advisors
Missouri
$424K +$88.1K +357 +27%
TWM
737
Tolleson Wealth Management
Texas
$423K – – –
MMHP
738
Murphy Middleton Hinkle & Parker
Georgia
$421K – – –
DC
739
Davenport & Co
Virginia
$421K +$1.73K +7 +0.4%
SYBT
740
Stock Yards Bank & Trust
Kentucky
$420K – – –
GG
741
Greenwood Gearhart
Arkansas
$418K – – –
HTC
742
Haverford Trust Company
Pennsylvania
$412K – – –
KLI
743
Kelman-Lazarov Inc
Tennessee
$412K – – –
NWM
744
Northwest Wealth Management
Iowa
$412K – – –
CWM
745
Connecticut Wealth Management
Connecticut
$412K +$988 +4 +0.2%
LL
746
LPWM LLC
Minnesota
$409K -$14.8K -60 -4%
KL
747
KilterHowling LLC
Colorado
$409K +$1.24K +5 +0.3%
PSIWM
748
Paradigm Strategies in Wealth Management
Minnesota
$408K -$4.94K -20 -1%
SCI
749
Stableford Capital II
Arizona
$408K +$9.13K +37 +2%
VA
750
Valmark Advisers
Ohio
$407K -$146K -593 -27%
28 29
30
31 32