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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
751
PACK Private Wealth
Minnesota
$368K – – –
NWM
752
Northwest Wealth Management
Iowa
$368K +$28K +124 +8%
OBWP
753
O'Brien Wealth Partners
Massachusetts
$365K – – –
FM
754
Foster & Motley
Ohio
$361K +$226 +1 +0.1%
IA
755
IFG Advisors
Missouri
$359K +$7.01K +31 +2%
CWM
756
Chesapeake Wealth Management
Virginia
$355K -$18.1K -80 -4%
LL
757
LPWM LLC
Minnesota
$354K – – –
WA
758
WestEnd Advisors
North Carolina
$353K +$384K +1,698 New
TWM
759
Tolleson Wealth Management
Texas
$351K – – –
TP
760
Tranquility Partners
Tennessee
$351K +$64.9K +287 +20%
SF
761
Symphony Financial
Texas
$350K -$683K -3,020 -64%
MMHP
762
Murphy Middleton Hinkle & Parker
Georgia
$350K – – –
GG
763
Greenwood Gearhart
Arkansas
$348K – – –
CAM
764
Cresset Asset Management
Illinois
$346K -$314K -1,391 -46%
KL
765
KilterHowling LLC
Colorado
$341K +$1.13K +5 +0.3%
DBT
766
Dubuque Bank & Trust
Iowa
$339K -$78.2K -346 -18%
PSIWM
767
Paradigm Strategies in Wealth Management
Minnesota
$339K – – –
VA
768
Valmark Advisers
Ohio
$339K +$904 +4 +0.2%
AAM
769
AMI Asset Management
California
$337K +$366K +1,621 New
DC
770
Davenport & Co
Virginia
$336K -$14.9K -66 -4%
BFA
771
Beaumont Financial Advisors
Massachusetts
$334K -$46.1K -204 -11%
PAMG
772
Patton Albertson Miller Group
Tennessee
$334K – – –
PWLP
773
Prio Wealth Limited Partnership
Massachusetts
$332K +$6.78K +30 +2%
FPW
774
Flagship Private Wealth
Massachusetts
$332K +$678 +3 +0.2%
OPS
775
Orion Portfolio Solutions
Nebraska
$330K -$86.6K -383 -19%
29 30
31
32 33