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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
926
Thrive Wealth Management
Pennsylvania
$379K -$127K -421 -26%
GHA
927
GW Henssler & Associates
Georgia
$377K +$363K +1,200 New
CNFG
928
Creegan & Nassoura Financial Group
New Hampshire
$377K – – –
MCM
929
Maple Capital Management
Vermont
$377K – – –
VFG
930
V2 Financial group
Illinois
$377K – – –
PWM
931
PBMares Wealth Management
Virginia
$375K -$31.2K -103 -8%
RMCM
932
Reynders McVeigh Capital Management
Massachusetts
$375K +$114K +375 +46%
ZIM
933
Zacks Investment Management
Illinois
$369K +$17.6K +58 +5%
FM
934
Foster & Motley
Ohio
$368K -$6.36K -21 -2%
RCP
935
Rothschild Capital Partners
New York
$365K +$1.21K +4 +0.3%
BEAM
936
Baker Ellis Asset Management
Washington
$362K – – –
CA
937
Claro Advisors
Massachusetts
$360K +$139K +458 +67%
CWM
938
Chesapeake Wealth Management
Virginia
$359K -$10.6K -35 -3%
GAA
939
Guardian Asset Advisors
Pennsylvania
$357K +$909 +3 +0.3%
KCM
940
Kendall Capital Management
Maryland
$356K +$75.7K +250 +28%
AIM
941
Anchor Investment Management
South Carolina
$355K – – –
AWA
942
Arete Wealth Advisors
Illinois
$354K -$64.2K -212 -16%
MWM
943
Modern Wealth Management
Kansas
$352K – – –
ML
944
McAdam LLC
Pennsylvania
$352K -$8.78K -29 -3%
CAWM
945
Capital Advisors Wealth Management
Washington
$352K +$20K +66 +6%
NG
946
Norden Group
Utah
$350K +$337K +1,113 New
MWP
947
Meridian Wealth Partners
Pennsylvania
$349K – – –
GJWM
948
Gilliland Jeter Wealth Management
Arkansas
$347K – – –
CTWM
949
Cherry Tree Wealth Management
Minnesota
$346K – – –
AWM
950
Aspire Wealth Management
Massachusetts
$342K – – –
36 37
38
39 40