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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
801
Paragon Financial Partners
California
$601K +$1.21K +4 +0.2%
NWWA
802
New Wave Wealth Advisors
Arkansas
$597K +$47.2K +156 +9%
HOWA
803
Heritage Oak Wealth Advisors
Florida
$597K +$575K +1,900 New
MBTD
804
Mechanics Bank - Trust Department
California
$597K +$575K +1,900 New
GRA
805
Golden Road Advisors
Florida
$591K -$5.15K -17 -0.9%
MFC
806
Morris Financial Concepts
South Carolina
$591K -$30.6K -101 -5%
LL
807
LWMG LLC
Minnesota
$588K +$1.21K +4 +0.2%
ZF
808
Zhang Financial
Michigan
$584K – – –
FAM
809
Forte Asset Management
New York
$583K – – –
MGWM
810
Marks Group Wealth Management
Minnesota
$583K – – –
NHC
811
Nicholas Hoffman & Company
Georgia
$580K – – –
ASW
812
Astoria Strategic Wealth
Texas
$577K -$149K -492 -21%
GWM
813
Global Wealth Management
New Jersey
$576K +$555K +1,832 New
DIM
814
Delta Investment Management
California
$575K – – –
CCIA
815
Cherry Creek Investment Advisors
Colorado
$575K +$1.51K +5 +0.3%
AP
816
Americana Partners
Texas
$573K – – –
SCP
817
Silverleafe Capital Partners
Tennessee
$572K +$18.5K +61 +3%
WAM
818
WNY Asset Management
New York
$569K -$115K -379 -17%
BFA
819
Beaumont Financial Advisors
Massachusetts
$569K +$79.6K +263 +17%
1SB
820
1ST Source Bank
Indiana
$560K – – –
MAS
821
Meeder Advisory Services
Ohio
$560K – – –
PPW
822
PACK Private Wealth
Minnesota
$557K – – –
SF
823
Synovus Financial
Georgia
$557K +$53.3K +176 +11%
HFS
824
Heritage Financial Services
Massachusetts
$555K – – –
NAS
825
Nicolet Advisory Services
Wisconsin
$553K +$303 +1 +0.1%
31 32
33
34 35