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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
901
Obermeyer Wealth Partners
Colorado
$702K – – –
AFA
902
Avant Financial Advisors
Texas
$701K – – –
CPCM
903
Cardinal Point Capital Management
Ontario, Canada
$701K +$143K +362 +27%
MAWA
904
Moss Adams Wealth Advisors
Washington
$701K – – –
PAM
905
Palisade Asset Management
Minnesota
$701K – – –
PW
906
PUREfi Wealth
Massachusetts
$697K +$674K +1,701 New
WW
907
Westshore Wealth
California
$696K – – –
TWM
908
Tolleson Wealth Management
Texas
$692K – – –
TPWA
909
TRUE Private Wealth Advisors
Oregon
$689K +$10.3K +26 +2%
AWM
910
AAF Wealth Management
Massachusetts
$688K -$1.19K -3 -0.2%
AMBIA
911
Allen Mooney & Barnes Investment Advisors
Georgia
$688K +$1.58K +4 +0.2%
4WM
912
49 Wealth Management
Texas
$687K +$665K +1,678 New
A
913
Alongside
Texas
$687K +$665K +1,678 New
IIC
914
Integrated Investment Consultants
Michigan
$686K +$26.2K +66 +4%
SWA
915
Strategic Wealth Advisors
Arizona
$685K – – –
SFGP
916
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$674K – – –
MMHP
917
Murphy Middleton Hinkle & Parker
Georgia
$670K – – –
LL
918
LPWM LLC
Minnesota
$669K -$65.4K -165 -9%
RA
919
RFG Advisory
Alabama
$666K +$43.6K +110 +7%
SEIA
920
Signature Estate & Investment Advisors
California
$663K +$38K +96 +6%
BDF
921
Black Diamond Financial
Maryland
$663K – – –
SWP
922
SIMA Wealth Partners
Virginia
$662K -$106K -267 -14%
TI
923
Trexquant Investment
Connecticut
$660K +$638K +1,611 New
BF
924
Blankinship & Foster
California
$659K -$14.7K -37 -2%
FWP
925
FAS Wealth Partners
Kansas
$658K +$396 +1 +0.1%
35 36
37
38 39