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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
851
Schonfeld Strategic Advisors
New York
$565K +$568K +1,754 New
AWM
852
AAF Wealth Management
Massachusetts
$565K +$1.3K +4 +0.2%
KL
853
KilterHowling LLC
Colorado
$563K +$1.94K +6 +0.4%
AFA
854
Antonelli Financial Advisors
Michigan
$562K +$565K +1,743 New
PI
855
PFG Investments
New York
$556K +$13.9K +43 +3%
VCM
856
Virtue Capital Management
Tennessee
$553K +$556K +1,715 New
JAG
857
Journey Advisory Group
Kentucky
$552K – – –
MGWM
858
Marks Group Wealth Management
Minnesota
$550K -$47K -145 -8%
SIA
859
Schechter Investment Advisors
Michigan
$548K – – –
LWAM
860
Legacy Wealth Asset Management
Minnesota
$547K +$550K +1,699 New
TWM
861
Tolleson Wealth Management
Texas
$544K – – –
MW
862
Members Wealth
Pennsylvania
$544K +$530K +1,636 New
CCG
863
Catalina Capital Group
California
$543K -$1.62K -5 -0.3%
GG
864
Greenwood Gearhart
Arkansas
$539K -$19.4K -60 -3%
AFA
865
Avant Financial Advisors
Texas
$539K +$542K +1,672 New
PPH
866
Pure Portfolios Holdings
Oregon
$538K – – –
PAM
867
Palisade Asset Management
Minnesota
$535K – – –
NBWM
868
North Berkeley Wealth Management
California
$534K +$537K +1,658 New
KLI
869
Kelman-Lazarov Inc
Tennessee
$533K – – –
SYBT
870
Stock Yards Bank & Trust
Kentucky
$532K -$152K -470 -22%
SEIA
871
Signature Estate & Investment Advisors
California
$532K +$60.6K +187 +13%
CC
872
Callan Capital
California
$532K -$828K -2,556 -61%
FPW
873
Flagship Private Wealth
Massachusetts
$531K -$972 -3 -0.2%
SFGP
874
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$531K +$534K +1,647 New
RWB
875
RMR Wealth Builders
New Jersey
$530K +$113K +350 +27%
33 34
35
36 37