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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
826
V2 Financial group
Illinois
$249K – – –
BAS
827
Brown Advisory Securities
Maryland
$249K – – –
CNFG
828
Creegan & Nassoura Financial Group
New Hampshire
$249K – – –
SAM
829
Summit Asset Management
Tennessee
$249K – – –
BBA
830
BLB&B Advisors
Pennsylvania
$248K -$523K -2,314 -66%
AUB
831
Atlantic Union Bankshares
Virginia
$248K -$96.7K -428 -26%
FAT
832
First American Trust
California
$244K -$5.2K -23 -2%
HTHT
833
Hemenway Trust Hemenway Trust
New Hampshire
$244K – – –
AWM
834
AAF Wealth Management
Massachusetts
$243K +$678 +3 +0.3%
SBL
835
Sargent Bickham Lagudis
Colorado
$242K – – –
CCMG
836
Clark Capital Management Group
Pennsylvania
$242K +$263K +1,163 New
EWA
837
Encompass Wealth Advisors
Oregon
$241K – – –
EWM
838
EPG Wealth Management
Georgia
$240K – – –
IFAM
839
Institutional & Family Asset Management
Colorado
$240K – – –
BEAM
840
Baker Ellis Asset Management
Washington
$239K – – –
TCPWM
841
Traverso Chambers Private Wealth Management
California
$239K +$22.6K +100 +10%
RDWM
842
Red Door Wealth Management
Tennessee
$238K – – –
TI
843
Tidal Investments
Wisconsin
$238K – – –
SI
844
Saxon Interests
Texas
$238K +$1.36K +6 +0.5%
AWAG
845
ARS Wealth Advisors Group
Florida
$237K +$11.3K +50 +5%
AWA
846
Amplius Wealth Advisors
Pennsylvania
$235K -$708K -3,132 -73%
PWMG
847
Provence Wealth Management Group
California
$234K – – –
MWP
848
Meridian Wealth Partners
Pennsylvania
$234K +$39.5K +175 +18%
PPP
849
Private Portfolio Partners
New Jersey
$234K – – –
LMKC
850
L.M. Kohn & Company
Ohio
$231K – – –
32 33
34
35 36