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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
951
Capital Advisors Wealth Management
Washington
$313K -$284K -989 -48%
EE
952
EWG Elevate
California
$313K – – –
MTIC
953
Missouri Trust & Investment Company
Missouri
$312K -$90.2K -314 -23%
IAG
954
Investmark Advisory Group
Connecticut
$311K +$2.3K +8 +0.8%
KWS
955
Keystone Wealth Services
California
$310K +$287 +1 +0.1%
MWP
956
Madison Wealth Partners
Wisconsin
$310K – – –
SI
957
Saxon Interests
Texas
$307K -$40.8K -142 -12%
ECM
958
Evergreen Capital Management
Washington
$306K – – –
XT
959
XTX Topco
Cayman Islands
$303K +$293K +1,019 New
GFP
960
Gryphon Financial Partners
Ohio
$301K +$51.7K +180 +22%
AFP
961
Advus Financial Partners
Florida
$300K – – –
RWB
962
RMR Wealth Builders
New Jersey
$299K +$289K +1,006 New
NS
963
NBC Securities
Alabama
$299K – – –
SFI
964
SPC Financial Inc
Maryland
$298K +$288K +1,002 New
BA
965
Bristlecone Advisors
Washington
$298K +$287 +1 +0.1%
AG
966
Advocate Group
Minnesota
$298K – – –
HR
967
Hardy Reed
Mississippi
$295K – – –
NRC
968
New Republic Capital
North Carolina
$292K -$24.1K -84 -8%
GM
969
GeoWealth Management
Illinois
$291K +$281K +979 New
CPCM
970
Cardinal Point Capital Management
Ontario, Canada
$291K – – –
CCM
971
Cambridge Capital Management
Illinois
$291K – – –
GJIA
972
Glass Jacobson Investment Advisors
Maryland
$291K +$287 +1 +0.1%
KIA
973
KCM Investment Advisors
California
$290K – – –
SAM
974
S.A. Mason
Michigan
$290K – – –
FWM
975
FFT Wealth Management
Pennsylvania
$290K +$574 +2 +0.2%
37 38
39
40 41