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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
926
EPG Wealth Management
Georgia
$336K -$324K -1,129 Closed
AIM
927
Anchor Investment Management
South Carolina
$336K – – –
MWM
928
Modern Wealth Management
Kansas
$334K – – –
SI
929
Scharf Investments
California
$333K -$66.3K -231 -17%
ZIM
930
Zacks Investment Management
Illinois
$332K +$29.6K +103 +10%
GWM
931
Greenhouse Wealth Management
Connecticut
$331K -$4.59K -16 -1%
MWP
932
Meridian Wealth Partners
Pennsylvania
$331K – – –
LMKC
933
L.M. Kohn & Company
Ohio
$330K -$57.7K -201 -15%
GJWM
934
Gilliland Jeter Wealth Management
Arkansas
$328K +$1.15K +4 +0.4%
CTWM
935
Cherry Tree Wealth Management
Minnesota
$328K – – –
NC
936
Napatree Capital
Rhode Island
$326K -$28.4K -99 -8%
AWM
937
Aspire Wealth Management
Massachusetts
$324K – – –
WS
938
Wedbush Securities
California
$324K -$16.7K -58 -5%
WCWM
939
Willow Creek Wealth Management
California
$324K -$29.3K -102 -9%
OCM
940
One Capital Management
California
$324K +$51.7K +180 +20%
BFC
941
Bedel Financial Consulting
Indiana
$323K – – –
DA
942
Drake & Associates
Wisconsin
$322K +$13.2K +46 +4%
BTWM
943
Brass Tax Wealth Management
Ohio
$322K +$311K +1,083 New
MIFH
944
Migdal Insurance & Financial Holdings
Israel
$320K -$49.4K -172 -14%
EWA
945
Encompass Wealth Advisors
Oregon
$320K – – –
LC
946
LCNB Corp
Ohio
$317K – – –
MAWA
947
Moss Adams Wealth Advisors
Washington
$316K – – –
SOAG
948
Silver Oak Advisory Group
Oregon
$315K – – –
MW
949
Marcum Wealth
Ohio
$314K -$4.88K -17 -2%
CAWM
950
Capital Advisors Wealth Management
Washington
$313K -$284K -989 -48%
36 37
38
39 40