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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1026
Aureus Asset Management
Massachusetts
$366K -$19.1K -61 -5%
AWC
1027
Abundance Wealth Counselors
Pennsylvania
$365K -$6.59K -21 -2%
FFG
1028
Fortress Financial Group
Minnesota
$363K – – –
SOAG
1029
Silver Oak Advisory Group
Oregon
$360K – – –
EWA
1030
Encompass Wealth Advisors
Oregon
$360K -$4.71K -15 -1%
WAM
1031
Wernau Asset Management
Massachusetts
$360K – – –
EWA
1032
Exencial Wealth Advisors
Oklahoma
$360K +$70K +223 +27%
MWP
1033
Madison Wealth Partners
Wisconsin
$359K +$628 +2 +0.2%
EE
1034
EWG Elevate
California
$357K – – –
LWMM
1035
Legacy Wealth Management (Mississippi)
Mississippi
$357K – – –
SF
1036
Strategent Financial
Virginia
$356K +$329K +1,049 New
KWS
1037
Keystone Wealth Services
California
$356K +$314 +1 +0.1%
FC
1038
Forte Capital
New York
$356K -$6.28K -20 -2%
PCH
1039
PGIM Custom Harvest
New Jersey
$356K +$329K +1,048 New
RW
1040
Rockport Wealth
Ohio
$356K +$329K +1,048 New
IAG
1041
Investmark Advisory Group
Connecticut
$355K -$1.88K -6 -0.6%
FFC
1042
Frederick Financial Consultants
Maryland
$353K – – –
FM
1043
Foster & Motley
Ohio
$352K -$1.26K -4 -0.4%
MIFH
1044
Migdal Insurance & Financial Holdings
Israel
$351K +$11K +35 +4%
UIM
1045
Unified Investment Management
Georgia
$351K – – –
BA
1046
Bridgewater Advisors
New York
$351K – – –
LKWM
1047
Lee-Kelleher Wealth Management
Maryland
$347K -$6.59K -21 -2%
APP
1048
Avantax Planning Partners
Iowa
$347K +$30.4K +97 +10%
ODFS
1049
O'Donnell Financial Services
California
$345K +$31.7K +101 +11%
KIA
1050
KCM Investment Advisors
California
$344K – – –
40 41
42
43 44