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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
801
Northstar Group
New York
$387K – – –
SPFA
802
Summit Place Financial Advisors
New Jersey
$382K – – –
PWLP
803
Prio Wealth Limited Partnership
Massachusetts
$381K – – –
DI
804
DFPG Investments
Utah
$376K -$28.1K -122 -8%
HCP
805
Holt Capital Partners
Texas
$374K – – –
TCA
806
Transcend Capital Advisors
New Jersey
$372K +$921 +4 +0.3%
NFC
807
Northeast Financial Consultants
Connecticut
$370K – – –
AC
808
Apella Capital
Connecticut
$368K +$348K +1,510 New
PWMG
809
Prestige Wealth Management Group
New Jersey
$367K -$11.5K -50 -3%
SW
810
SkyOak Wealth
Michigan
$367K – – –
GC
811
Grimes & Company
Massachusetts
$365K +$100K +435 +41%
ACM
812
Advisors Capital Management
New Jersey
$365K +$8.75K +38 +3%
AWM
813
AAF Wealth Management
Massachusetts
$363K +$461 +2 +0.1%
SL
814
Sentry LLC
Tennessee
$363K +$230 +1 +0.1%
FWP
815
FAS Wealth Partners
Kansas
$362K +$461 +2 +0.1%
BFA
816
BMS Financial Advisors
South Dakota
$358K +$28.1K +122 +9%
MTIC
817
Missouri Trust & Investment Company
Missouri
$357K +$161K +700 +92%
LWMG
818
Levy Wealth Management Group
Pennsylvania
$357K +$461 +2 +0.1%
HFS
819
Howard Financial Services
Texas
$354K +$73.7K +320 +28%
AFPL
820
Advus Financial Partners, LLC
Florida
$354K – – –
CWP
821
Curated Wealth Partners
California
$353K – – –
PCM
822
Pointe Capital Management
Michigan
$350K +$117K +507 +55%
SIA
823
Soltis Investment Advisors
Utah
$347K +$27.9K +121 +9%
AMG
824
Asset Management Group
Connecticut
$346K +$921 +4 +0.3%
MAM
825
Meeder Asset Management
Ohio
$344K -$1.38K -6 -0.4%
31 32
33
34 35