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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
826
Nicolet Advisory Services
Wisconsin
$553K +$303 +1 +0.1%
MWA
827
Moser Wealth Advisors
Washington
$553K -$7.57K -25 -1%
JAG
828
Journey Advisory Group
Kentucky
$552K -$11.8K -39 -2%
AWM
829
AAF Wealth Management
Massachusetts
$550K +$909 +3 +0.2%
SIA
830
Soltis Investment Advisors
Utah
$548K -$28.5K -94 -5%
GG
831
Greenwood Gearhart
Arkansas
$545K – – –
AWM
832
Apollon Wealth Management
South Carolina
$536K +$70K +231 +16%
SIA
833
Schechter Investment Advisors
Michigan
$534K +$55.1K +182 +12%
CCG
834
Catalina Capital Group
California
$532K – – –
TWM
835
Tolleson Wealth Management
Texas
$531K – – –
KL
836
KilterHowling LLC
Colorado
$531K +$1.51K +5 +0.3%
AWA
837
Arbor Wealth Advisors
Michigan
$529K – – –
PI
838
PFG Investments
New York
$529K -$42.4K -140 -8%
PPH
839
Pure Portfolios Holdings
Oregon
$525K +$506K +1,671 New
PAM
840
Palisade Asset Management
Minnesota
$522K – – –
HCM
841
Highview Capital Management
Illinois
$522K – – –
KLI
842
Kelman-Lazarov Inc
Tennessee
$521K -$9.69K -32 -2%
WP
843
WealthPLAN Partners
Nebraska
$520K -$15.1K -50 -3%
FPW
844
Flagship Private Wealth
Massachusetts
$519K +$909 +3 +0.2%
USCWA
845
U.S. Capital Wealth Advisors
Texas
$517K +$26.6K +88 +6%
SPWG
846
Sage Private Wealth Group
Illinois
$515K -$150K -494 -23%
MMHP
847
Murphy Middleton Hinkle & Parker
Georgia
$514K – – –
FFA
848
Founders Financial Alliance
North Carolina
$513K -$46K -152 -9%
LL
849
LPWM LLC
Minnesota
$513K – – –
OC
850
Oarsman Capital
Wisconsin
$513K -$145K -478 -23%
32 33
34
35 36