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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
801
Rollins Financial
Georgia
$339K – – –
AWM
802
AAF Wealth Management
Massachusetts
$335K +$76.2K +346 +30%
SL
803
Sentry LLC
Tennessee
$335K +$327K +1,487 New
FWP
804
FAS Wealth Partners
Kansas
$334K +$1.1K +5 +0.3%
ACM
805
Advisors Capital Management
New Jersey
$329K +$44.5K +202 +16%
LWMG
806
Levy Wealth Management Group
Pennsylvania
$329K +$880 +4 +0.3%
AFP
807
Advus Financial Partners
Florida
$327K -$177K -804 -36%
CWP
808
Curated Wealth Partners
California
$327K – – –
MAM
809
Meeder Asset Management
Ohio
$319K -$1.1K -5 -0.4%
AMG
810
Asset Management Group
Connecticut
$319K +$1.1K +5 +0.4%
CIA
811
Cape Investment Advisory
Georgia
$317K +$310K +1,407 New
DC
812
Davenport & Co
Virginia
$314K -$20K -91 -6%
EWP
813
Engrave Wealth Partners
Texas
$307K +$303K +1,377 New
CCG
814
Chatham Capital Group
Georgia
$306K – – –
AC
815
AlphaCore Capital
California
$305K +$90K +409 +43%
PI
816
PFG Investments
New York
$304K +$297K +1,348 New
BFA
817
BMS Financial Advisors
South Dakota
$303K +$296K +1,347 New
PAMG
818
Patton Albertson Miller Group
Tennessee
$300K -$16.5K -75 -5%
SB
819
Strategic Blueprint
Georgia
$299K +$292K +1,326 New
PPP
820
Private Portfolio Partners
New Jersey
$299K – – –
CWM
821
Congress Wealth Management
Massachusetts
$298K -$5.94K -27 -2%
TCM
822
TD Capital Management
Tennessee
$296K +$440 +2 +0.2%
BWL
823
Bogart Wealth LLC
Virginia
$293K +$146K +662 +103%
SIA
824
Soltis Investment Advisors
Utah
$293K -$16.1K -73 -5%
AWA
825
Arete Wealth Advisors
Illinois
$293K -$13.2K -60 -4%
31 32
33
34 35