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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
751
BIP Wealth
Georgia
$471K -$99K -430 -18%
FWI
752
Facet Wealth Inc
Maryland
$471K +$437K +1,899 New
T
753
TCWP
Ohio
$468K -$6.45K -28 -1%
UFF
754
USA Financial Formulas
Michigan
$466K -$132K -573 -23%
JAG
755
Journey Advisory Group
Kentucky
$465K -$1.15K -5 -0.3%
PFP
756
Paragon Financial Partners
California
$461K +$691 +3 +0.2%
FNB
757
Farmers National Bank
Kentucky
$458K – – –
RWMG
758
Redwood Wealth Management Group
New Jersey
$457K -$8.75K -38 -2%
GC
759
Gratus Capital
Georgia
$456K +$13.1K +57 +3%
FAM
760
Forte Asset Management
New York
$452K – – –
SA
761
Strategic Advisors
New York
$452K -$44.9K -195 -10%
NHC
762
Nicholas Hoffman & Company
Georgia
$450K – – –
KLI
763
Kelman-Lazarov Inc
Tennessee
$445K – – –
AP
764
Americana Partners
Texas
$444K – – –
MGWM
765
Marks Group Wealth Management
Minnesota
$442K -$15.4K -67 -4%
DIM
766
Delta Investment Management
California
$441K +$1.15K +5 +0.3%
CCIA
767
Cherry Creek Investment Advisors
Colorado
$440K -$54.1K -235 -12%
DWP
768
Destiny Wealth Partners
Florida
$435K – – –
BFA
769
Beaumont Financial Advisors
Massachusetts
$434K – – –
SCP
770
Silverleafe Capital Partners
Tennessee
$432K -$230 -1 -0.1%
PPW
771
PACK Private Wealth
Minnesota
$432K – – –
AWM
772
Apollon Wealth Management
South Carolina
$429K -$51.4K -223 -11%
OBWP
773
O'Brien Wealth Partners
Massachusetts
$429K – – –
VA
774
Valmark Advisers
Ohio
$427K +$461 +2 +0.1%
BWCS
775
Beirne Wealth Consulting Services
Connecticut
$425K -$15.7K -68 -4%
29 30
31
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