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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
AAF Wealth Management
Massachusetts
$520K +$81K +282 +19%
NWWA
827
New Wave Wealth Advisors
Arkansas
$519K +$501K +1,744 New
GG
828
Greenwood Gearhart
Arkansas
$516K – – –
VA
829
Valmark Advisers
Ohio
$514K +$574 +2 +0.1%
PA
830
Pinnacle Associates
New York
$511K +$28.4K +99 +6%
GI
831
GLOBALT Investments
Georgia
$510K +$57.7K +201 +13%
GC
832
Grimes & Company
Massachusetts
$509K +$56.6K +197 +13%
WP
833
WealthPLAN Partners
Nebraska
$507K +$10K +35 +2%
FNB
834
Farmers National Bank
Kentucky
$506K – – –
CCG
835
Catalina Capital Group
California
$503K – – –
TWM
836
Tolleson Wealth Management
Texas
$503K – – –
KLI
837
Kelman-Lazarov Inc
Tennessee
$502K – – –
AWA
838
Arbor Wealth Advisors
Michigan
$501K – – –
KL
839
KilterHowling LLC
Colorado
$500K +$1.15K +4 +0.2%
LL
840
LPWM LLC
Minnesota
$500K -$287 -1 -0.1%
CCB
841
Country Club Bank
Missouri
$495K -$90.4K -315 -16%
PAM
842
Palisade Asset Management
Minnesota
$494K – – –
HCM
843
Highview Capital Management
Illinois
$494K – – –
SS
844
Sunbelt Securities
Texas
$493K +$10.9K +38 +2%
FPW
845
Flagship Private Wealth
Massachusetts
$491K +$574 +2 +0.1%
MMHP
846
Murphy Middleton Hinkle & Parker
Georgia
$486K -$14.4K -50 -3%
PSIWM
847
Paradigm Strategies in Wealth Management
Minnesota
$485K – – –
TWM
848
Thrive Wealth Management
Pennsylvania
$484K +$39.3K +137 +9%
BDF
849
Black Diamond Financial
Maryland
$481K +$228K +794 +96%
CNBT
850
Canandaigua National Bank & Trust
New York
$478K +$461K +1,605 New
32 33
34
35 36