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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
851
Provence Wealth Management Group
California
$222K – – –
PPP
852
Private Portfolio Partners
New Jersey
$222K – – –
GWM
853
Greenhouse Wealth Management
Connecticut
$220K – – –
LMKC
854
L.M. Kohn & Company
Ohio
$220K – – –
PA
855
Procyon Advisors
Connecticut
$218K -$42.1K -192 -15%
CT
856
Cambridge Trust
Massachusetts
$217K – – –
ISL
857
Ingalls & Snyder LLC
New York
$217K +$241K +1,101 New
KF
858
Krilogy Financial
Missouri
$216K – – –
SOAG
859
Silver Oak Advisory Group
Oregon
$216K – – –
AWM
860
Aspire Wealth Management
Massachusetts
$215K – – –
AWA
861
Arete Wealth Advisors
Illinois
$215K +$239K +1,090 New
FAG
862
Financial Advisory Group
Texas
$214K – – –
WCM
863
Wealthcare Capital Management
Virginia
$213K +$237K +1,082 New
AWA
864
Amplius Wealth Advisors
Pennsylvania
$211K -$14K -64 -6%
ZCA
865
Zeke Capital Advisors
Pennsylvania
$211K – – –
BIA
866
Benchmark Investment Advisors
Illinois
$211K +$23.5K +107 +11%
CWM
867
Congress Wealth Management
Massachusetts
$209K – – –
WS
868
Wedbush Securities
California
$208K – – –
EE
869
EWG Elevate
California
$207K – – –
HI
870
Harbour Investments
Wisconsin
$207K – – –
AC
871
AlphaCore Capital
California
$206K – – –
GSIS
872
Global Strategic Investment Solutions
Arizona
$202K – – –
GC
873
Grimes & Company
Massachusetts
$202K +$225K +1,024 New
IAG
874
Investmark Advisory Group
Connecticut
$200K +$1.1K +5 +0.5%
WFA
875
Wellspring Financial Advisors
Ohio
$200K +$1.1K +5 +0.5%
33 34
35
36 37