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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
876
Forte Asset Management
New York
$760K – – –
HFRG
877
Houlihan Financial Resource Group
Virginia
$758K – – –
OFW
878
Omnia Family Wealth
Florida
$757K – – –
OC
879
Oarsman Capital
Wisconsin
$756K +$509K +1,285 +229%
NHC
880
Nicholas Hoffman & Company
Georgia
$755K – – –
JAG
881
Journey Advisory Group
Kentucky
$752K – – –
CA
882
Crewe Advisors
Utah
$751K – – –
PFP
883
Paragon Financial Partners
California
$750K -$1.98K -5 -0.3%
DIM
884
Delta Investment Management
California
$749K – – –
UAS
885
United Asset Strategies
New York
$749K -$26.6K -67 -4%
HIA
886
Highland Investment Advisors
Florida
$744K +$720K +1,816 New
NAM
887
NTV Asset Management
West Virginia
$742K – – –
CPG
888
Cornerstone Planning Group
New Jersey
$741K +$793 +2 +0.1%
GC
889
Grimes & Company
Massachusetts
$740K +$420K +1,059 +142%
PGFG
890
Pine Grove Financial Group
Minnesota
$737K -$60.2K -152 -8%
WETS
891
Wealth Enhancement Trust Services
South Dakota
$736K -$3.96K -10 -0.6%
SWGC
892
Summit Wealth Group (Colorado)
Colorado
$736K -$100K -253 -12%
WCP
893
Wealthcare Capital Partners
Pennsylvania
$730K +$168K +424 +31%
CC
894
Courier Capital
New York
$727K -$3.96K -10 -0.6%
PPW
895
PACK Private Wealth
Minnesota
$726K – – –
SFC
896
Sprinkle Financial Consultants
Colorado
$725K +$1.19K +3 +0.2%
WWM
897
Western Wealth Management
Colorado
$719K +$3.96K +10 +0.6%
WAM
898
WNY Asset Management
New York
$712K -$6.34K -16 -0.9%
GCG
899
Gilbert Capital Group
Maine
$711K -$6.74K -17 -1%
NRC
900
New Republic Capital
North Carolina
$709K +$222K +561 +48%
34 35
36
37 38