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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
751
Atlantic Union Bankshares
Virginia
$407K -$30.4K -123 -7%
SOADOR
752
State of Alaska Department of Revenue
Alaska
$402K -$1.14M -4,608 -74%
PAMG
753
Patton Albertson Miller Group
Tennessee
$402K -$12.3K -50 -3%
FPW
754
Flagship Private Wealth
Massachusetts
$399K +$8.89K +36 +2%
AA
755
Alesco Advisors
New York
$396K -$149K -604 -28%
SPFA
756
Summit Place Financial Advisors
New Jersey
$396K – – –
1SB
757
1ST Source Bank
Indiana
$395K – – –
PWLP
758
Prio Wealth Limited Partnership
Massachusetts
$393K – – –
KFP
759
KMG Fiduciary Partners
Ohio
$390K – – –
OBWP
760
O'Brien Wealth Partners
Massachusetts
$385K – – –
HCP
761
Holt Capital Partners
Texas
$384K – – –
BFG
762
Barber Financial Group
Kansas
$381K – – –
AFP
763
Advus Financial Partners
Florida
$377K – – –
FFM
764
Forum Financial Management
Illinois
$376K -$6.17K -25 -2%
MWA
765
Moser Wealth Advisors
Washington
$375K -$2.47K -10 -0.7%
FC
766
Ferris Capital
Massachusetts
$375K – – –
EP
767
Eudaimonia Partners
Tennessee
$375K +$370K +1,499 New
MLIC
768
Mandatum Life Insurance Company
Finland
$371K – – –
WCP
769
Wick Capital Partners
Pennsylvania
$371K +$148K +600 +68%
FWP
770
FAS Wealth Partners
Kansas
$365K – – –
AWM
771
Axxcess Wealth Management
California
$362K +$358K +1,449 New
SW
772
SkyOak Wealth
Michigan
$356K – – –
WP
773
WealthPLAN Partners
Nebraska
$351K – – –
TP
774
Tranquility Partners
Tennessee
$351K +$90.6K +367 +35%
WIM
775
WealthPlan Investment Management
Nebraska
$351K +$381K +1,542 New
29 30
31
32 33