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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
726
RFG Advisory
Alabama
$867K -$28.8K -89 -3%
W
727
WorthPointe
California
$866K +$118K +363 +16%
HFO
728
Heritage Family Offices
Arizona
$862K +$867K +2,675 New
LP
729
LGL Partners
Pennsylvania
$860K +$2.59K +8 +0.3%
CTC
730
Central Trust Company
Missouri
$857K +$553K +1,708 +179%
SFP
731
Shepherd Financial Partners
Massachusetts
$848K -$7.77K -24 -0.9%
IWM
732
IHT Wealth Management
Illinois
$848K -$573K -1,769 -40%
ACIM
733
Azimuth Capital Investment Management
Michigan
$844K +$101K +311 +13%
AP
734
Americana Partners
Texas
$839K +$253K +780 +43%
AWM
735
Apollon Wealth Management
South Carolina
$823K +$276K +852 +50%
TPW
736
Transatlantique Private Wealth
New York
$821K – – –
DDPIC
737
Deroy & Devereaux Private Investment Counsel
Michigan
$818K -$26.6K -82 -3%
NG
738
Northstar Group
New York
$815K +$24.3K +75 +3%
TCA
739
Transcend Capital Advisors
New Jersey
$814K +$3.56K +11 +0.4%
TWM
740
Tradition Wealth Management
Minnesota
$812K -$28.8K -89 -3%
CIC
741
Carnegie Investment Counsel
Ohio
$800K – – –
BHBT
742
Burke & Herbert Bank & Trust
Virginia
$800K – – –
FWP
743
Falcon Wealth Planning
California
$791K +$795K +2,455 New
AG
744
AmeriFlex Group
Nevada
$789K +$769K +2,375 New
FWP
745
Firethorn Wealth Partners
Georgia
$787K -$12.3K -38 -2%
SFC
746
Sprinkle Financial Consultants
Colorado
$787K +$972 +3 +0.1%
HL
747
HeadInvest LLC
Maine
$786K – – –
CWM
748
Cahaba Wealth Management
Georgia
$785K +$1.3K +4 +0.2%
VCP
749
Vista Capital Partners
Oregon
$780K -$8.1K -25 -1%
MWA
750
Midland Wealth Advisors
Illinois
$775K -$40.2K -124 -5%
28 29
30
31 32