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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CNFG
976
Creegan & Nassoura Financial Group
New Hampshire
$439K – – –
VFG
977
V2 Financial group
Illinois
$439K – – –
JGCM
978
Joseph Group Capital Management
Ohio
$438K -$20.1K -57 -5%
GCM
979
Generation Capital Management
New York
$435K – – –
TWM
980
Thrive Wealth Management
Pennsylvania
$433K +$109K +310 +35%
RCP
981
Rothschild Capital Partners
New York
$429K +$1.06K +3 +0.3%
MWA
982
Monograph Wealth Advisors
California
$428K – – –
FFA
983
Founders Financial Alliance
North Carolina
$427K -$136K -387 -25%
ICP
984
Interchange Capital Partners
Pennsylvania
$426K – – –
GJWM
985
Gilliland Jeter Wealth Management
Arkansas
$426K -$1.76K -5 -0.4%
OWA
986
Octavia Wealth Advisors
Ohio
$425K +$410K +1,164 New
RWMG
987
Redwood Wealth Management Group
New Jersey
$425K -$7.04K -20 -2%
WFA
988
Wellspring Financial Advisors
Ohio
$424K -$39.8K -113 -9%
CAWM
989
Capital Advisors Wealth Management
Washington
$422K -$56.4K -160 -12%
SW
990
SkyOak Wealth
Michigan
$421K -$352 -1 -0.1%
GAA
991
Guardian Asset Advisors
Pennsylvania
$420K +$1.06K +3 +0.3%
RDWM
992
Red Door Wealth Management
Tennessee
$419K -$903K -2,563 -69%
LCOV
993
London Company of Virginia
Virginia
$417K -$3.21M -9,122 -89%
CAM
994
Clark Asset Management
New Hampshire
$415K -$39.4K -112 -9%
WCWM
995
Willow Creek Wealth Management
California
$415K -$14.8K -42 -4%
LA
996
LVW Advisors
New York
$412K – – –
VVP
997
Venture Visionary Partners
Ohio
$410K – – –
MWP
998
Meridian Wealth Partners
Pennsylvania
$406K – – –
MAS
999
MPWM Advisory Solutions
Georgia
$405K – – –
AIM
1000
Anchor Investment Management
South Carolina
$403K +$704 +2 +0.2%
38 39
40
41 42