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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
1001
Cedar Mountain Advisors
Oregon
$133K – – –
NCM
1002
Northwest Capital Management
Oregon
$131K +$124K +538 New
CSB
1003
City State Bank
Iowa
$128K -$18.4K -80 -13%
AIM
1004
Arcadia Investment Management
Michigan
$128K -$11.3K -49 -9%
AWM
1005
Abound Wealth Management
Tennessee
$127K +$230 +1 +0.2%
BTI
1006
Blue Trust Inc
Georgia
$125K -$569K -2,472 -82%
TCA
1007
Trifecta Capital Advisors
Illinois
$122K – – –
IGWM
1008
ICA Group Wealth Management
Colorado
$117K – – –
CSPIA
1009
Cary Street Partners Investment Advisory
Virginia
$116K – – –
EWA
1010
EverSource Wealth Advisors
Alabama
$112K -$6.91K -30 -6%
CAS
1011
Coppell Advisory Solutions
Texas
$110K +$105K +456 New
SC
1012
SouthState Corp
Florida
$109K – – –
BSWA
1013
Bromfield Sneider Wealth Advisors
Massachusetts
$107K +$230 +1 +0.2%
WIM
1014
Westside Investment Management
California
$105K – – –
AA
1015
AlphaMark Advisors
Kentucky
$104K – – –
CB
1016
Centennial Bank
Arkansas
$104K +$97.9K +425 New
LWP
1017
Lumature Wealth Partners
Georgia
$91.2K – – –
SAG
1018
Spotlight Asset Group
Illinois
$91.2K +$86.1K +374 New
RIA
1019
Realta Investment Advisors
Delaware
$87.5K +$82.7K +359 New
KFP
1020
KB Financial Partners
New Jersey
$86K – – –
PAG
1021
Paladin Advisory Group
Iowa
$75.1K – – –
BCMLT
1022
Beacon Capital Management LLC (Tennessee)
Tennessee
$74.8K – – –
MIA
1023
Milestone Investment Advisors
Wisconsin
$73.1K – – –
PCFFS
1024
Pacific Center for Financial Services
California
$69.7K – – –
PIAS
1025
PCA Investment Advisory Services
Ohio
$69K +$65.2K +283 New
39 40
41
42 43