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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Chesapeake Wealth Management
Virginia
$360K – – –
TBC
802
Ted Buchan & Co
California
$359K +$361K +1,705 New
TWM
803
Thrive Wealth Management
Pennsylvania
$357K +$359K +1,696 New
EP
804
Edgestream Partners
New Jersey
$357K +$359K +1,694 New
TWM
805
Tolleson Wealth Management
Texas
$356K – – –
PI
806
Putnam Investments
Massachusetts
$356K +$17.4K +82 +5%
PAM
807
Palisade Asset Management
Minnesota
$355K -$4.02K -19 -1%
LL
808
LPWM LLC
Minnesota
$355K – – –
MMHP
809
Murphy Middleton Hinkle & Parker
Georgia
$355K – – –
GC
810
Grimes & Company
Massachusetts
$354K +$140K +659 +64%
GG
811
Greenwood Gearhart
Arkansas
$352K – – –
WP
812
WealthPLAN Partners
Nebraska
$351K +$326K +1,542 New
WIM
813
WealthPlan Investment Management
Nebraska
$351K – – –
1SB
814
1ST Source Bank
Indiana
$350K +$40.2K +190 +13%
KL
815
KilterHowling LLC
Colorado
$348K +$3.17K +15 +0.9%
FFM
816
Forum Financial Management
Illinois
$346K +$28.6K +135 +9%
PSIWM
817
Paradigm Strategies in Wealth Management
Minnesota
$343K – – –
JGCM
818
Joseph Group Capital Management
Ohio
$341K -$91K -430 -21%
FM
819
Foster & Motley
Ohio
$340K -$1.69K -8 -0.5%
TWA
820
Talisman Wealth Advisors
New Jersey
$340K +$342K +1,616 New
DBT
821
Dubuque Bank & Trust
Iowa
$339K – – –
FPW
822
Flagship Private Wealth
Massachusetts
$338K +$1.48K +7 +0.4%
BTI
823
Blue Trust Inc
Georgia
$337K +$235K +1,108 +185%
ACM
824
Ardent Capital Management
Ohio
$335K +$337K +1,593 New
VWA
825
V Wealth Advisors
Kansas
$334K +$64.8K +306 +24%
31 32
33
34 35