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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
1001
Glass Jacobson Investment Advisors
Maryland
$325K – – –
MWP
1002
Madison Wealth Partners
Wisconsin
$324K +$4.2K +13 +1%
IAG
1003
Investmark Advisory Group
Connecticut
$323K +$647 +2 +0.2%
EE
1004
EWG Elevate
California
$322K – – –
LWMM
1005
Legacy Wealth Management (Mississippi)
Mississippi
$322K -$58.2K -180 -15%
MTIC
1006
Missouri Trust & Investment Company
Missouri
$322K – – –
KWS
1007
Keystone Wealth Services
California
$321K +$647 +2 +0.2%
LKWM
1008
Lee-Kelleher Wealth Management
Maryland
$320K – – –
FFC
1009
Frederick Financial Consultants
Maryland
$319K – – –
FM
1010
Foster & Motley
Ohio
$319K -$8.08K -25 -2%
BWCS
1011
Beirne Wealth Consulting Services
Connecticut
$317K -$4.53K -14 -1%
SI
1012
Saxon Interests
Texas
$317K – – –
UIM
1013
Unified Investment Management
Georgia
$317K +$334K +1,033 New
TWM
1014
Thrive Wealth Management
Pennsylvania
$313K -$357K -1,105 -52%
KIA
1015
KCM Investment Advisors
California
$310K -$2.91K -9 -0.9%
RWB
1016
RMR Wealth Builders
New Jersey
$309K -$207K -639 -39%
PMWMG
1017
Parr McKnight Wealth Management Group
Minnesota
$307K -$128K -396 -28%
HP
1018
Holistic Planning
Texas
$307K -$15.8K -49 -5%
AG
1019
Advocate Group
Minnesota
$307K – – –
MIFH
1020
Migdal Insurance & Financial Holdings
Israel
$306K +$23.9K +74 +8%
BA
1021
Bridgewater Advisors
New York
$306K +$325K +1,005 New
UB
1022
Umpqua Bank
Oregon
$306K +$322K +997 New
CGA
1023
Crescent Grove Advisors
Illinois
$305K – – –
AA
1024
Ancora Advisors
Ohio
$305K – – –
RBWA
1025
RFG - Bristol Wealth Advisors
Massachusetts
$304K -$145K -449 -31%
39 40
41
42 43