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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
826
SMI Advisory Services
Indiana
$690K -$28.2K -80 -4%
GRA
827
Golden Road Advisors
Florida
$687K – – –
PFGIA
828
Patriot Financial Group Insurance Agency
Massachusetts
$686K +$10.2K +29 +2%
PMFA
829
Plante Moran Financial Advisors
Michigan
$685K – – –
SNB
830
Security National Bank
Nebraska
$681K -$21.8K -62 -3%
HCA
831
Heck Capital Advisors
Wisconsin
$680K – – –
NHC
832
Nicholas Hoffman & Company
Georgia
$680K – – –
JAG
833
Journey Advisory Group
Kentucky
$678K – – –
CWM
834
Cahaba Wealth Management
Georgia
$678K +$352 +1 +0.1%
FAM
835
Forte Asset Management
New York
$678K – – –
CCFM
836
Clear Creek Financial Management
Washington
$678K +$331K +939 +103%
GKWIM
837
Gerber Kawasaki Wealth & Investment Management
California
$677K +$704 +2 +0.1%
GWM
838
Global Wealth Management
New Jersey
$677K +$1.76K +5 +0.3%
PA
839
Pinnacle Associates
New York
$675K – – –
CCIA
840
Cherry Creek Investment Advisors
Colorado
$674K +$1.41K +4 +0.2%
CA
841
Crewe Advisors
Utah
$670K +$147K +418 +30%
DIM
842
Delta Investment Management
California
$668K – – –
PFP
843
Paragon Financial Partners
California
$668K +$1.06K +3 +0.2%
AWA
844
Alta Wealth Advisors
Massachusetts
$665K -$23.6K -67 -4%
ACM
845
Alcosta Capital Management
California
$664K – – –
MSFS
846
Main Street Financial Solutions
Pennsylvania
$664K +$259K +736 +68%
ASC
847
Atalanta Sosnoff Capital
New York
$662K -$55.7K -158 -8%
WIA
848
World Investment Advisors
California
$662K +$139K +396 +28%
SIA
849
Soltis Investment Advisors
Utah
$659K +$27.1K +77 +4%
DPI
850
Diversified Portfolios Inc
Michigan
$658K +$2.47K +7 +0.4%
32 33
34
35 36