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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
976
KCM Investment Advisors
California
$256K +$21.3K +87 +10%
RFG
977
Range Financial Group
Oregon
$255K – – –
FWM
978
FFT Wealth Management
Pennsylvania
$255K +$1.22K +5 +0.5%
BIA
979
Bigelow Investment Advisors
Maine
$254K – – –
PWMG
980
Prestige Wealth Management Group
New Jersey
$253K -$6.12K -25 -3%
AAG
981
Armstrong Advisory Group
Massachusetts
$253K – – –
CGA
982
Crescent Grove Advisors
Illinois
$253K – – –
MWA
983
Moser Wealth Advisors
Washington
$253K +$13.7K +56 +6%
RCM
984
Richardson Capital Management
Wisconsin
$253K +$236K +963 New
FS
985
Ferguson Shapiro
Georgia
$252K -$10.2M -41,456 -98%
AFC
986
AFT Forsyth & Company
Florida
$251K -$3.18K -13 -1%
GC
987
Gibson Capital
Pennsylvania
$251K – – –
FC
988
Fulcrum Capital
Washington
$251K – – –
IAA
989
Independent Advisor Alliance
North Carolina
$250K – – –
DAM
990
Delta Asset Management
Tennessee
$249K – – –
FNWM
991
Financial Network Wealth Management
Utah
$249K – – –
EWA
992
Etesian Wealth Advisors
Oregon
$247K – – –
FTDI
993
First Trust Direct Indexing
Massachusetts
$246K +$1.71K +7 +0.8%
NB
994
NBT Bank
New York
$246K +$735 +3 +0.3%
UAG
995
United Advisor Group
Ohio
$245K +$228K +933 New
SAF
996
Smith Anglin Financial
Texas
$242K -$490 -2 -0.2%
MWP
997
Madison Wealth Partners
Wisconsin
$242K – – –
WFA
998
Wade Financial Advisory
California
$241K +$225K +920 New
BMD
999
Better Money Decisions
New Mexico
$241K +$490 +2 +0.2%
KCM
1000
Kendall Capital Management
Maryland
$240K -$8.57K -35 -4%
38 39
40
41 42