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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
751
Cresset Asset Management
Illinois
$418K -$8.49K -33 -2%
PWLP
752
Prio Wealth Limited Partnership
Massachusetts
$415K – – –
CFGS
753
Concourse Financial Group Securities
Alabama
$413K -$7.98K -31 -2%
KFP
754
KMG Fiduciary Partners
Ohio
$413K +$402K +1,560 New
FPW
755
Flagship Private Wealth
Massachusetts
$412K +$515 +2 +0.1%
HCP
756
Holt Capital Partners
Texas
$406K – – –
FFM
757
Forum Financial Management
Illinois
$405K +$394K +1,532 New
BFG
758
Barber Financial Group
Kansas
$403K – – –
NFC
759
Northeast Financial Consultants
Connecticut
$402K -$230K -894 -37%
MWA
760
Moser Wealth Advisors
Washington
$400K – – –
AC
761
Apella Capital
Connecticut
$399K – – –
CT
762
Cambridge Trust
Massachusetts
$397K -$25.7K -100 -6%
FC
763
Ferris Capital
Massachusetts
$397K – – –
OPS
764
Orion Portfolio Solutions
Nebraska
$397K +$149K +578 +63%
SCI
765
Stableford Capital II
Arizona
$393K -$9.27K -36 -2%
MLIC
766
Mandatum Life Insurance Company
Finland
$393K – – –
MAG
767
MRA Advisory Group
New Jersey
$393K +$382K +1,485 New
RIA
768
Regal Investment Advisors
Michigan
$392K +$257 +1 +0.1%
FWP
769
FAS Wealth Partners
Kansas
$386K -$3.86K -15 -1%
WP
770
WealthPLAN Partners
Nebraska
$385K – – –
KCM
771
Kendall Capital Management
Maryland
$381K -$23.7K -92 -6%
SQA
772
Simon Quick Advisors
New Jersey
$378K -$6.43K -25 -2%
SW
773
SkyOak Wealth
Michigan
$377K – – –
RF
774
Rollins Financial
Georgia
$377K +$367K +1,425 New
HWIS
775
Hancock Whitney Investment Services
Louisiana
$377K +$367K +1,427 New
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