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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SHFP
926
Second Half Financial Partners
Florida
$232K +$220K +954 New
IAA
927
Independent Advisor Alliance
North Carolina
$232K – – –
MWP
928
Meridian Wealth Partners
Pennsylvania
$232K – – –
DAM
929
Delta Asset Management
Tennessee
$232K – – –
WRPWM
930
Werba Rubin Papier Wealth Management
California
$229K -$10.1K -44 -4%
EWA
931
Etesian Wealth Advisors
Oregon
$229K – – –
NB
932
NBT Bank
New York
$228K – – –
FTDI
933
First Trust Direct Indexing
Massachusetts
$228K – – –
MWP
934
Madison Wealth Partners
Wisconsin
$226K – – –
SAF
935
Smith Anglin Financial
Texas
$226K – – –
SAM
936
S.A. Mason
Michigan
$225K – – –
AMCA
937
Arthur M. Cohen & Associates
Illinois
$224K +$212K +921 New
IP
938
Isthmus Partners
Wisconsin
$224K – – –
WFA
939
Wade Financial Advisory
California
$224K +$212K +920 New
BBA
940
BLB&B Advisors
Pennsylvania
$224K -$41.5K -180 -16%
PWP
941
Principle Wealth Partners
Connecticut
$224K – – –
AWP
942
Accretive Wealth Partners
New Jersey
$223K – – –
KWMG
943
King Wealth Management Group
Florida
$223K – – –
BMD
944
Better Money Decisions
New Mexico
$223K +$230 +1 +0.1%
ODFS
945
O'Donnell Financial Services
California
$223K – – –
JWS
946
Juncture Wealth Strategies
Arizona
$223K – – –
EWA
947
Exencial Wealth Advisors
Oklahoma
$222K +$210K +910 New
CW
948
CIC Wealth
Maryland
$222K – – –
ML
949
McAdam LLC
Pennsylvania
$222K -$1.38K -6 -0.7%
MWA
950
Moser Wealth Advisors
Washington
$221K +$209K +908 New
36 37
38
39 40