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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
801
Tidal Investments
Wisconsin
$573K +$553K +1,925 New
PFP
802
Paragon Financial Partners
California
$568K +$861 +3 +0.2%
WJA
803
Willis Johnson & Associates
Texas
$564K -$10K -35 -2%
JAG
804
Journey Advisory Group
Kentucky
$564K -$3.73K -13 -0.7%
BFA
805
Buttonwood Financial Advisors
Maryland
$559K -$59.1K -206 -10%
LL
806
LWMG LLC
Minnesota
$555K +$861 +3 +0.2%
ZF
807
Zhang Financial
Michigan
$552K – – –
FAM
808
Forte Asset Management
New York
$552K – – –
MGWM
809
Marks Group Wealth Management
Minnesota
$551K +$66.3K +231 +14%
NHC
810
Nicholas Hoffman & Company
Georgia
$549K – – –
SIA
811
Soltis Investment Advisors
Utah
$547K -$37.9K -132 -7%
NAS
812
Nicolet Advisory Services
Wisconsin
$544K +$231K +805 +83%
DIM
813
Delta Investment Management
California
$544K – – –
CCIA
814
Cherry Creek Investment Advisors
Colorado
$543K +$574 +2 +0.1%
AP
815
Americana Partners
Texas
$542K – – –
PI
816
PFG Investments
New York
$542K +$2.87K +10 +0.6%
FC
817
Fulcrum Capital
Washington
$540K +$246K +857 +90%
NG
818
Northstar Group
New York
$534K +$59.7K +208 +13%
FFA
819
Founders Financial Alliance
North Carolina
$531K -$410K -1,427 -44%
MWA
820
Moser Wealth Advisors
Washington
$531K -$4.31K -15 -0.8%
1SB
821
1ST Source Bank
Indiana
$530K – – –
MAS
822
Meeder Advisory Services
Ohio
$530K +$511K +1,780 New
PPW
823
PACK Private Wealth
Minnesota
$527K – – –
HFS
824
Heritage Financial Services
Massachusetts
$525K – – –
SCP
825
Silverleafe Capital Partners
Tennessee
$523K -$2.01K -7 -0.4%
31 32
33
34 35