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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
776
KilterHowling LLC
Colorado
$373K – – –
LL
777
LPWM LLC
Minnesota
$372K – – –
FFM
778
Forum Financial Management
Illinois
$370K – – –
AAS
779
Ameritas Advisory Services
Nebraska
$369K -$251K -1,140 -41%
PSIWM
780
Paradigm Strategies in Wealth Management
Minnesota
$367K – – –
D
781
Dentgroup
Louisiana
$366K +$358K +1,626 New
DI
782
DFPG Investments
Utah
$365K -$17.8K -81 -5%
TWA
783
Talisman Wealth Advisors
New Jersey
$365K +$1.32K +6 +0.4%
JGCM
784
Joseph Group Capital Management
Ohio
$365K – – –
FPW
785
Flagship Private Wealth
Massachusetts
$362K +$660 +3 +0.2%
DBT
786
Dubuque Bank & Trust
Iowa
$362K -$880 -4 -0.2%
VWA
787
V Wealth Advisors
Kansas
$359K +$880 +4 +0.3%
NG
788
Northstar Group
New York
$357K +$349K +1,586 New
FM
789
Foster & Motley
Ohio
$354K -$9.02K -41 -3%
SPFA
790
Summit Place Financial Advisors
New Jersey
$353K – – –
TP
791
Tranquility Partners
Tennessee
$353K +$43.6K +198 +14%
PWLP
792
Prio Wealth Limited Partnership
Massachusetts
$352K – – –
PWMG
793
Prestige Wealth Management Group
New Jersey
$350K -$83.6K -380 -20%
VWM
794
Venturi Wealth Management
Texas
$348K -$72.4K -329 -18%
HCP
795
Holt Capital Partners
Texas
$346K – – –
TNA
796
True North Advisors
Texas
$343K +$335K +1,523 New
TCA
797
Transcend Capital Advisors
New Jersey
$343K +$62.9K +286 +23%
NFC
798
Northeast Financial Consultants
Connecticut
$342K – – –
SW
799
SkyOak Wealth
Michigan
$339K -$5.5K -25 -2%
RF
800
Rollins Financial
Georgia
$339K – – –
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