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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WAOI
1001
Wealth Advisors of Iowa
Iowa
$246K – – –
GA
1002
Greenspring Advisors
Maryland
$246K – – –
PWP
1003
Principle Wealth Partners
Connecticut
$246K – – –
JC
1004
JB Capital
Connecticut
$246K +$2.74K +10 +1%
CAI
1005
Capital Advisors Inc
Oklahoma
$245K – – –
FA
1006
Financial Alternatives
California
$245K – – –
AWA
1007
Amplius Wealth Advisors
Pennsylvania
$245K -$11K -40 -4%
KCM
1008
Kanawha Capital Management
Virginia
$245K – – –
OCPWS
1009
One Charles Private Wealth Services
Massachusetts
$244K – – –
VVP
1010
Venture Visionary Partners
Ohio
$244K +$12.3K +45 +6%
BHWA
1011
Beacon Harbor Wealth Advisors
Virginia
$243K – – –
EFA
1012
Edge Financial Advisors
Illinois
$243K +$231K +842 New
FCFC
1013
First Commonwealth Financial Corp
Pennsylvania
$242K +$230K +840 New
CP
1014
Covenant Partners
Tennessee
$242K -$10.1K -37 -4%
ACM
1015
Allred Capital Management
Texas
$241K -$642K -2,341 -74%
SVWG
1016
Shared Vision Wealth Group
United States
$240K +$274 +1 +0.1%
GFP
1017
Gryphon Financial Partners
Ohio
$239K +$227K +830 New
PWMG
1018
Prestige Wealth Management Group
New Jersey
$238K -$38.1K -139 -14%
FDS
1019
Freedom Day Solutions
Texas
$238K – – –
BHWM
1020
Bar Harbor Wealth Management
New Hampshire
$237K – – –
BIA
1021
Benchmark Investment Advisors
Illinois
$237K – – –
AWM
1022
Abound Wealth Management
Tennessee
$236K – – –
BWA
1023
BlueChip Wealth Advisors
Georgia
$234K – – –
W
1024
WealthCollab
Washington
$234K – – –
KFC
1025
Klingenstein Fields & Co
New York
$233K – – –
39 40
41
42 43