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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
876
Soltis Investment Advisors
Utah
$499K -$1.94K -6 -0.4%
KLI
877
Kelman-Lazarov Inc
Tennessee
$499K -$9.7K -30 -2%
BWL
878
Bogart Wealth LLC
Virginia
$499K – – –
BDF
879
Black Diamond Financial
Maryland
$496K – – –
WP
880
WealthPLAN Partners
Nebraska
$496K – – –
QPWM
881
Quadrant Private Wealth Management
Pennsylvania
$492K +$300K +929 +138%
FMTC
882
Farmers & Merchants Trust Company
California
$492K – – –
SWRP
883
Summit Wealth & Retirement Planning
California
$490K – – –
WAL
884
W Advisors LLC
Tennessee
$490K +$516K +1,596 New
APG
885
Abacus Planning Group
South Carolina
$484K – – –
LWM
886
LongView Wealth Management
Georgia
$483K -$167K -516 -25%
MAS
887
Meeder Advisory Services
Ohio
$483K -$10.7K -33 -2%
BTI
888
Blue Trust Inc
Georgia
$481K +$2.59K +8 +0.5%
PWPS
889
Pinnacle Wealth Planning Services
Ohio
$479K -$249K -771 -33%
BFWA
890
Benchmark Financial Wealth Advisors
Florida
$478K +$504K +1,558 New
RW
891
Ridgeline Wealth
Arizona
$478K -$1.29K -4 -0.3%
CNBT
892
Canandaigua National Bank & Trust
New York
$477K – – –
RA
893
Ruggaard & Associates
Ohio
$477K – – –
NCM
894
Northside Capital Management
Oregon
$474K – – –
SS
895
Sunbelt Securities
Texas
$472K +$8.08K +25 +2%
HCP
896
Holt Capital Partners
Texas
$471K – – –
GKWIM
897
Gerber Kawasaki Wealth & Investment Management
California
$468K -$7.76K -24 -2%
PWP
898
Prasad Wealth Partners
Ohio
$468K +$1.29K +4 +0.3%
MAS
899
Madden Advisory Services
Florida
$467K – – –
MCM
900
Maple Capital Management
Vermont
$466K – – –
34 35
36
37 38