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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
876
Soltis Investment Advisors
Utah
$586K +$31.4K +100 +6%
RWM
877
Ritholtz Wealth Management
New York
$584K +$152K +483 +39%
NBWM
878
North Berkeley Wealth Management
California
$584K +$19.1K +61 +4%
OWP
879
Obermeyer Wealth Partners
Colorado
$582K -$29.8K -95 -5%
AFA
880
Avant Financial Advisors
Texas
$582K – – –
MAWA
881
Moss Adams Wealth Advisors
Washington
$581K – – –
PAM
882
Palisade Asset Management
Minnesota
$581K +$16K +51 +3%
MGWM
883
Marks Group Wealth Management
Minnesota
$580K – – –
TBC
884
Ted Buchan & Co
California
$579K +$535K +1,705 New
KL
885
KilterHowling LLC
Colorado
$578K +$1.57K +5 +0.3%
CI
886
CPR Investments
Michigan
$576K +$532K +1,695 New
TWM
887
Tolleson Wealth Management
Texas
$574K – – –
DAS
888
Diversify Advisory Services
Utah
$572K +$112K +357 +28%
GSEP
889
Golden State Equity Partners
California
$570K +$14.4K +46 +3%
1SB
890
1ST Source Bank
Indiana
$568K -$3.77K -12 -0.7%
GG
891
Greenwood Gearhart
Arkansas
$568K – – –
NRG
892
Nemes Rush Group
Michigan
$563K -$4.04M -12,874 -89%
FPW
893
Flagship Private Wealth
Massachusetts
$562K +$628 +2 +0.1%
SFGP
894
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$559K – – –
PPH
895
Pure Portfolios Holdings
Oregon
$559K -$1.57K -5 -0.3%
KLI
896
Kelman-Lazarov Inc
Tennessee
$559K +$6.28K +20 +1%
AMBIA
897
Allen Mooney & Barnes Investment Advisors
Georgia
$554K +$1.26K +4 +0.2%
FBB
898
Fulton Breakefield Broenniman
Maryland
$553K – – –
LTI
899
Laffer Tengler Investments
Tennessee
$552K +$510K +1,626 New
WMA
900
West Michigan Advisors
Michigan
$549K -$125K -398 -20%
34 35
36
37 38