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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
776
Tranquility Partners
Tennessee
$421K +$37.1K +161 +10%
SOS
777
Silver Oak Securities
Tennessee
$420K +$397K +1,725 New
SEIA
778
Signature Estate & Investment Advisors
California
$416K – – –
CWM
779
Chesapeake Wealth Management
Virginia
$416K -$461 -2 -0.1%
TBC
780
Ted Buchan & Co
California
$416K – – –
TWM
781
Tolleson Wealth Management
Texas
$412K – – –
PAM
782
Palisade Asset Management
Minnesota
$411K – – –
MMHP
783
Murphy Middleton Hinkle & Parker
Georgia
$411K – – –
AIA
784
Alera Investment Advisors
Illinois
$410K – – –
JWCA
785
J.W. Cole Advisors
Florida
$410K -$266K -1,154 -41%
WP
786
WealthPLAN Partners
Nebraska
$407K -$55.7K -242 -13%
KL
787
KilterHowling LLC
Colorado
$404K +$921 +4 +0.2%
PMFA
788
Plante Moran Financial Advisors
Michigan
$404K – – –
KWM
789
Kingsview Wealth Management
Oregon
$404K +$105K +456 +38%
1SB
790
1ST Source Bank
Indiana
$403K -$2.07K -9 -0.5%
LL
791
LPWM LLC
Minnesota
$402K – – –
PSIWM
792
Paradigm Strategies in Wealth Management
Minnesota
$397K – – –
ZF
793
Zhang Financial
Michigan
$395K +$374K +1,622 New
MIFH
794
Migdal Insurance & Financial Holdings
Israel
$395K -$568K -2,466 -60%
FPW
795
Flagship Private Wealth
Massachusetts
$393K +$461 +2 +0.1%
DBT
796
Dubuque Bank & Trust
Iowa
$392K -$230 -1 -0.1%
FA
797
Fiducient Advisors
Illinois
$391K +$89.8K +390 +32%
COI
798
Connable Office Inc
Michigan
$390K +$368K +1,600 New
VWA
799
V Wealth Advisors
Kansas
$389K +$921 +4 +0.3%
D
800
Dentgroup
Louisiana
$387K -$8.75K -38 -2%
30 31
32
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