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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
926
Gilliland Jeter Wealth Management
Arkansas
$317K – – –
AWM
927
Aspire Wealth Management
Massachusetts
$314K – – –
BFC
928
Bedel Financial Consulting
Indiana
$312K – – –
EWA
929
Encompass Wealth Advisors
Oregon
$310K -$12.3K -45 -4%
MW
930
Marcum Wealth
Ohio
$309K – – –
NRC
931
New Republic Capital
North Carolina
$307K -$5.21K -19 -2%
LC
932
LCNB Corp
Ohio
$307K – – –
SOAG
933
Silver Oak Advisory Group
Oregon
$306K -$9.59K -35 -3%
MAWA
934
Moss Adams Wealth Advisors
Washington
$306K – – –
EE
935
EWG Elevate
California
$303K – – –
EWS
936
Evergreen Wealth Solutions
Pennsylvania
$302K +$288K +1,049 New
KWS
937
Keystone Wealth Services
California
$300K +$548 +2 +0.2%
MWP
938
Madison Wealth Partners
Wisconsin
$300K +$32.1K +117 +13%
DA
939
Drake & Associates
Wisconsin
$299K +$284K +1,037 New
IAG
940
Investmark Advisory Group
Connecticut
$299K +$822 +3 +0.3%
ESB
941
Essex Savings Bank
Connecticut
$298K – – –
ECM
942
Evergreen Capital Management
Washington
$297K – – –
ML
943
McAdam LLC
Pennsylvania
$294K +$51.8K +189 +23%
ZIM
944
Zacks Investment Management
Illinois
$291K +$277K +1,012 New
NS
945
NBC Securities
Alabama
$291K -$16.4K -60 -6%
AFP
946
Advus Financial Partners
Florida
$291K -$105K -382 -27%
BA
947
Bristlecone Advisors
Washington
$288K – – –
AG
948
Advocate Group
Minnesota
$288K – – –
HR
949
Hardy Reed
Mississippi
$286K – – –
PS
950
Portfolio Strategies
New York
$286K +$272K +992 New
36 37
38
39 40