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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
901
Canandaigua National Bank & Trust
New York
$501K – – –
RA
902
Ruggaard & Associates
Ohio
$501K – – –
GKWIM
903
Gerber Kawasaki Wealth & Investment Management
California
$499K -$324 -1 -0.1%
IWM
904
Iams Wealth Management
Nebraska
$498K +$501K +1,547 New
NCM
905
Northside Capital Management
Oregon
$498K -$145K -449 -23%
HCP
906
Holt Capital Partners
Texas
$495K – – –
CCB
907
Country Club Bank
Missouri
$493K – – –
MAS
908
Madden Advisory Services
Florida
$491K – – –
SS
909
Sunbelt Securities
Texas
$490K – – –
UWPG
910
Ullmann Wealth Partners Group
Florida
$490K – – –
PWP
911
Prasad Wealth Partners
Ohio
$490K +$493K +1,521 New
MCM
912
Maple Capital Management
Vermont
$489K +$103K +318 +27%
RWP
913
Revolve Wealth Partners
New Jersey
$486K +$176K +542 +56%
FNB
914
Farmers National Bank
Kentucky
$485K +$487K +1,504 New
WWM
915
Western Wealth Management
Colorado
$483K -$4.86K -15 -1%
SL
916
Sentry LLC
Tennessee
$482K +$324 +1 +0.1%
PCP
917
Proficio Capital Partners
Massachusetts
$480K – – –
PMFA
918
Plante Moran Financial Advisors
Michigan
$480K +$10.4K +32 +2%
PPWP
919
Premier Path Wealth Partners
New Jersey
$476K +$478K +1,476 New
EP
920
Edgestream Partners
New Jersey
$472K -$42.4K -131 -8%
CWP
921
Curated Wealth Partners
California
$467K – – –
CWM
922
Cornerstone Wealth Management
Missouri
$466K +$30.4K +94 +7%
RBWA
923
RFG - Bristol Wealth Advisors
Massachusetts
$464K +$466K +1,440 New
CA
924
Clune & Associates
Illinois
$462K +$465K +1,435 New
SAM
925
Summit Asset Management
Tennessee
$459K – – –
35 36
37
38 39