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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GRA
926
Golden Road Advisors
Florida
$560K – – –
FBB
927
Fulton Breakefield Broenniman
Maryland
$560K -$37.3K -100 -6%
UW
928
Unique Wealth
Florida
$557K -$249K -668 -30%
CWM
929
Cornerstone Wealth Management
Missouri
$555K – – –
NBWM
930
North Berkeley Wealth Management
California
$553K -$48.8K -131 -8%
HC
931
Hurley Capital
New York
$553K +$578K +1,550 New
HCP
932
Holt Capital Partners
Texas
$547K – – –
GG
933
Greenwood Gearhart
Arkansas
$546K – – –
SNB
934
Security National Bank
Nebraska
$545K -$70.1K -188 -11%
CNC
935
Canandaigua National Corp
New York
$544K +$568K +1,525 New
OPCM
936
Osborne Partners Capital Management
California
$543K -$85.7K -230 -13%
SEIA
937
Signature Estate & Investment Advisors
California
$543K -$16K -43 -3%
CGA
938
Crescent Grove Advisors
Illinois
$543K +$26.8K +72 +5%
SWASL
939
Spartan Wealth Advisory Services LLC
Michigan
$542K +$566K +1,519 New
RA
940
RFG Advisory
Alabama
$540K +$745 +2 +0.1%
HI
941
Harbour Investments
Wisconsin
$535K +$161K +431 +40%
SG
942
StoneX Group
New York
$535K -$244K -656 -30%
BA
943
Bridgewater Advisors
New York
$535K +$118K +318 +32%
MW
944
MBL Wealth
North Carolina
$534K +$265K +710 +90%
PCP
945
Proficio Capital Partners
Massachusetts
$531K – – –
TFA
946
Transamerica Financial Advisors
Florida
$526K +$68.6K +184 +14%
NCM
947
Northside Capital Management
Oregon
$522K -$225K -603 -29%
RWM
948
Ritholtz Wealth Management
New York
$522K -$34.3K -92 -6%
CPW
949
Cogent Private Wealth
Florida
$520K – – –
ZIM
950
Zacks Investment Management
Illinois
$518K +$1.12K +3 +0.2%
36 37
38
39 40