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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
826
Red Door Wealth Management
Tennessee
$286K +$283K +1,146 New
SI
827
Saxon Interests
Texas
$285K – – –
LWA
828
Lenox Wealth Advisors
New York
$285K +$149K +604 +110%
PWMG
829
Provence Wealth Management Group
California
$282K -$5.43K -22 -2%
PPP
830
Private Portfolio Partners
New Jersey
$281K +$47.2K +191 +20%
GWM
831
Greenhouse Wealth Management
Connecticut
$278K +$247 +1 +0.1%
LMKC
832
L.M. Kohn & Company
Ohio
$278K +$274K +1,110 New
T
833
TCWP
Ohio
$278K +$275K +1,115 New
OWA
834
One Wealth Advisors
California
$276K -$1.54M -6,241 -85%
BIA
835
Bigelow Investment Advisors
Maine
$274K – – –
KF
836
Krilogy Financial
Missouri
$274K – – –
SOAG
837
Silver Oak Advisory Group
Oregon
$274K – – –
AWAG
838
ARS Wealth Advisors Group
Florida
$273K +$269K +1,090 New
AWM
839
Aspire Wealth Management
Massachusetts
$272K – – –
HFS
840
Howard Financial Services
Texas
$271K – – –
FAG
841
Financial Advisory Group
Texas
$270K +$988 +4 +0.4%
ZCA
842
Zeke Capital Advisors
Pennsylvania
$268K – – –
AAS
843
Annex Advisory Services
Wisconsin
$267K -$1.98K -8 -0.7%
VT
844
Vise Technologies
New York
$267K – – –
FFA
845
Fragasso Financial Advisors
Pennsylvania
$265K +$8.89K +36 +4%
WS
846
Wedbush Securities
California
$264K -$230K -932 -47%
EE
847
EWG Elevate
California
$263K -$427K -1,730 -62%
TCPWM
848
Traverso Chambers Private Wealth Management
California
$263K – – –
KCM
849
Kanawha Capital Management
Virginia
$262K – – –
AC
850
AlphaCore Capital
California
$261K – – –
32 33
34
35 36