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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AB
826
Atlas Brown
Kentucky
$254K – – –
VFG
827
V2 Financial group
Illinois
$249K – – –
BAS
828
Brown Advisory Securities
Maryland
$249K – – –
CNFG
829
Creegan & Nassoura Financial Group
New Hampshire
$249K – – –
SAM
830
Summit Asset Management
Tennessee
$249K – – –
BBA
831
BLB&B Advisors
Pennsylvania
$248K -$523K -2,314 -66%
AUB
832
Atlantic Union Bankshares
Virginia
$248K -$96.7K -428 -26%
FAT
833
First American Trust
California
$244K -$5.2K -23 -2%
HTHT
834
Hemenway Trust Hemenway Trust
New Hampshire
$244K – – –
AWM
835
AAF Wealth Management
Massachusetts
$243K +$678 +3 +0.3%
SBL
836
Sargent Bickham Lagudis
Colorado
$242K – – –
CCMG
837
Clark Capital Management Group
Pennsylvania
$242K +$263K +1,163 New
EWA
838
Encompass Wealth Advisors
Oregon
$241K – – –
EWM
839
EPG Wealth Management
Georgia
$240K – – –
IFAM
840
Institutional & Family Asset Management
Colorado
$240K – – –
BEAM
841
Baker Ellis Asset Management
Washington
$239K – – –
TCPWM
842
Traverso Chambers Private Wealth Management
California
$239K +$22.6K +100 +10%
RDWM
843
Red Door Wealth Management
Tennessee
$238K – – –
TI
844
Tidal Investments
Wisconsin
$238K – – –
SI
845
Saxon Interests
Texas
$238K +$1.36K +6 +0.5%
AWAG
846
ARS Wealth Advisors Group
Florida
$237K +$11.3K +50 +5%
AWA
847
Amplius Wealth Advisors
Pennsylvania
$235K -$708K -3,132 -73%
PWMG
848
Provence Wealth Management Group
California
$234K – – –
MWP
849
Meridian Wealth Partners
Pennsylvania
$234K +$39.5K +175 +18%
PPP
850
Private Portfolio Partners
New Jersey
$234K – – –
32 33
34
35 36