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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
1001
Cherry Tree Wealth Management
Minnesota
$355K – – –
PPC
1002
Park Place Capital
Alabama
$352K +$354K +1,093 New
PFGIA
1003
Patriot Financial Group Insurance Agency
Massachusetts
$348K +$350K +1,081 New
MW
1004
Marcum Wealth
Ohio
$347K +$7.13K +22 +2%
EWA
1005
Encompass Wealth Advisors
Oregon
$346K – – –
FM
1006
Foster & Motley
Ohio
$343K -$34K -105 -9%
FFG
1007
Fortress Financial Group
Minnesota
$343K +$345K +1,064 New
TCM
1008
Telos Capital Management
California
$342K +$324 +1 +0.1%
WAM
1009
Wernau Asset Management
Massachusetts
$341K +$343K +1,060 New
SOAG
1010
Silver Oak Advisory Group
Oregon
$341K – – –
EWA
1011
EverSource Wealth Advisors
Alabama
$341K +$173K +533 +102%
EE
1012
EWG Elevate
California
$339K – – –
IAG
1013
Investmark Advisory Group
Connecticut
$339K +$972 +3 +0.3%
MTIC
1014
Missouri Trust & Investment Company
Missouri
$338K – – –
HP
1015
Holistic Planning
Texas
$338K +$15.9K +49 +5%
BWCS
1016
Beirne Wealth Consulting Services
Connecticut
$338K +$648 +2 +0.2%
RW
1017
Rockport Wealth
Ohio
$338K – – –
KWS
1018
Keystone Wealth Services
California
$337K +$324 +1 +0.1%
WA
1019
WestEnd Advisors
North Carolina
$337K +$85.5K +264 +34%
NCFG
1020
New Century Financial Group
New Jersey
$336K +$972 +3 +0.3%
LKWM
1021
Lee-Kelleher Wealth Management
Maryland
$336K +$338K +1,043 New
MWP
1022
Madison Wealth Partners
Wisconsin
$336K +$324 +1 +0.1%
FFC
1023
Frederick Financial Consultants
Maryland
$335K +$337K +1,041 New
SI
1024
Saxon Interests
Texas
$333K – – –
EFG
1025
Ethos Financial Group
Pennsylvania
$329K +$331K +1,022 New
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