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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
776
Orion Portfolio Solutions
Nebraska
$308K -$5.92K -27 -2%
KFP
777
KMG Fiduciary Partners
Ohio
$308K – – –
ACM
778
Allred Capital Management
Texas
$307K -$74.8K -341 -18%
HCP
779
Holt Capital Partners
Texas
$303K – – –
MWA
780
Moser Wealth Advisors
Washington
$302K – – –
SW
781
SkyOak Wealth
Michigan
$302K +$10.3K +47 +3%
BFG
782
Barber Financial Group
Kansas
$301K – – –
NFC
783
Northeast Financial Consultants
Connecticut
$300K – – –
SEIA
784
Signature Estate & Investment Advisors
California
$298K -$4.61K -21 -1%
FFM
785
Forum Financial Management
Illinois
$297K -$2.63K -12 -0.8%
SI
786
Saxon Interests
Texas
$297K +$61K +278 +24%
PFPT
787
Pinnacle Financial Partners (Tennessee)
Tennessee
$295K – – –
TNBTD
788
Trustmark National Bank Trust Department
Mississippi
$295K +$328K +1,495 New
KPWS
789
Kestra Private Wealth Services
Texas
$294K +$33.6K +153 +11%
MLIC
790
Mandatum Life Insurance Company
Finland
$293K – – –
VA
791
Valmark Advisers
Ohio
$292K -$32.9K -150 -9%
1SB
792
1ST Source Bank
Indiana
$290K -$16K -73 -5%
FFA
793
Fragasso Financial Advisors
Pennsylvania
$290K +$92.5K +422 +40%
FWP
794
FAS Wealth Partners
Kansas
$286K -$2.41K -11 -0.8%
CWP
795
Curated Wealth Partners
California
$286K – – –
LWMG
796
Levy Wealth Management Group
Pennsylvania
$286K +$17.8K +81 +6%
NLP
797
Next Level Private
New York
$286K +$301K +1,373 New
TP
798
Tranquility Partners
Tennessee
$283K -$56.8K -259 -15%
PAMG
799
Patton Albertson Miller Group
Tennessee
$278K -$43.9K -200 -12%
AMG
800
Asset Management Group
Connecticut
$276K – – –
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32
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