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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
776
Plante Moran Financial Advisors
Michigan
$373K -$46.2K -210 -11%
KL
777
KilterHowling LLC
Colorado
$373K – – –
LL
778
LPWM LLC
Minnesota
$372K – – –
FFM
779
Forum Financial Management
Illinois
$370K – – –
AAS
780
Ameritas Advisory Services
Nebraska
$369K -$251K -1,140 -41%
PSIWM
781
Paradigm Strategies in Wealth Management
Minnesota
$367K – – –
D
782
Dentgroup
Louisiana
$366K +$358K +1,626 New
DI
783
DFPG Investments
Utah
$365K -$17.8K -81 -5%
TWA
784
Talisman Wealth Advisors
New Jersey
$365K +$1.32K +6 +0.4%
JGCM
785
Joseph Group Capital Management
Ohio
$365K – – –
FPW
786
Flagship Private Wealth
Massachusetts
$362K +$660 +3 +0.2%
DBT
787
Dubuque Bank & Trust
Iowa
$362K -$880 -4 -0.2%
VWA
788
V Wealth Advisors
Kansas
$359K +$880 +4 +0.3%
NG
789
Northstar Group
New York
$357K +$349K +1,586 New
FM
790
Foster & Motley
Ohio
$354K -$9.02K -41 -3%
SPFA
791
Summit Place Financial Advisors
New Jersey
$353K – – –
TP
792
Tranquility Partners
Tennessee
$353K +$43.6K +198 +14%
PWLP
793
Prio Wealth Limited Partnership
Massachusetts
$352K – – –
PWMG
794
Prestige Wealth Management Group
New Jersey
$350K -$83.6K -380 -20%
VWM
795
Venturi Wealth Management
Texas
$348K -$72.4K -329 -18%
HCP
796
Holt Capital Partners
Texas
$346K – – –
TNA
797
True North Advisors
Texas
$343K +$335K +1,523 New
TCA
798
Transcend Capital Advisors
New Jersey
$343K +$62.9K +286 +23%
NFC
799
Northeast Financial Consultants
Connecticut
$342K – – –
SW
800
SkyOak Wealth
Michigan
$339K -$5.5K -25 -2%
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32
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