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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
776
Syverson Strege & Co
Iowa
$943K -$354K -956 -27%
IWM
777
IHT Wealth Management
Illinois
$941K -$84.1K -227 -8%
AIM
778
Advyzon Investment Management
Illinois
$938K +$630K +1,701 +210%
PHWM
779
Palatine Hill Wealth Management
Michigan
$937K +$929K +2,509 New
GIA
780
Gladstone Institutional Advisory
Florida
$934K -$51.1K -138 -5%
NAS
781
Nicolet Advisory Services
Wisconsin
$934K +$433K +1,168 +91%
EW
782
Enzi Wealth
Texas
$930K -$111K -300 -11%
MMA
783
Miracle Mile Advisors
California
$924K +$87.8K +237 +11%
RYIA
784
Roehl & Yi Investment Advisors
Oregon
$923K +$915K +2,471 New
SA
785
Strategic Advisors
New York
$921K +$14.8K +40 +2%
SS
786
Sunbelt Securities
Texas
$920K +$1.11K +3 +0.1%
FWP
787
Falcon Wealth Planning
California
$911K -$2.59K -7 -0.3%
ACIM
788
Azimuth Capital Investment Management
Michigan
$911K -$43.3K -117 -5%
NAS
789
NWF Advisory Services
California
$904K +$1.85K +5 +0.2%
PFG
790
Pacific Financial Group
Washington
$904K -$601K -1,622 -40%
SWP
791
ShoreHaven Wealth Partners
New Jersey
$903K -$2.59K -7 -0.3%
FCP
792
Fidelis Capital Partners
Florida
$901K +$893K +2,412 New
KLI
793
Kelman-Lazarov Inc
Tennessee
$897K – – –
TPW
794
Transatlantique Private Wealth
New York
$892K – – –
MA
795
MONECO Advisors
Connecticut
$892K +$100K +270 +13%
WJA
796
Willis Johnson & Associates
Texas
$889K +$5.19K +14 +0.6%
WIA
797
Westbourne Investment Advisors
Maryland
$889K -$44.4K -120 -5%
PF
798
Penney Financial
Texas
$889K – – –
MWP
799
MYCIO Wealth Partners
Pennsylvania
$888K +$1.11K +3 +0.1%
TP
800
Tranquility Partners
Tennessee
$887K +$5.93K +16 +0.7%
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