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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
1026
Capital Advisors Wealth Management
Washington
$451K +$20K +54 +5%
PAMG
1027
Patton Albertson Miller Group
Tennessee
$451K -$37K -100 -8%
MAS
1028
Meeder Advisory Services
Ohio
$450K -$6.3K -17 -1%
AB
1029
Atlas Brown
Kentucky
$448K -$14.4K -39 -3%
CNFG
1030
Creegan & Nassoura Financial Group
New Hampshire
$448K – – –
VFG
1031
V2 Financial group
Illinois
$448K – – –
LCAM
1032
London & Capital Asset Management
United Kingdom
$448K +$444K +1,199 New
RT
1033
Rockland Trust
Massachusetts
$445K +$119K +320 +37%
GCM
1034
Generation Capital Management
New York
$444K – – –
TCP
1035
TMB Capital Partners
Arkansas
$442K +$438K +1,183 New
EFG
1036
Embree Financial Group
Illinois
$441K +$106K +286 +32%
RCP
1037
Rothschild Capital Partners
New York
$439K +$1.11K +3 +0.3%
LSIA
1038
LaSalle St. Investment Advisors
Illinois
$438K +$117K +317 +37%
IW
1039
Imprint Wealth
South Carolina
$438K -$434K -1,172 -50%
JWM
1040
JPL Wealth Management
Colorado
$437K -$344K -928 -44%
NRC
1041
New Republic Capital
North Carolina
$437K +$81.9K +221 +23%
MWA
1042
Monograph Wealth Advisors
California
$437K – – –
WA
1043
WestEnd Advisors
North Carolina
$436K +$100K +271 +30%
RW
1044
Ridgeline Wealth
Arizona
$436K -$129K -348 -23%
ICP
1045
Interchange Capital Partners
Pennsylvania
$435K – – –
WFA
1046
Wellspring Financial Advisors
Ohio
$434K +$1.11K +3 +0.3%
GAA
1047
Guardian Asset Advisors
Pennsylvania
$430K +$1.11K +3 +0.3%
GJWM
1048
Gilliland Jeter Wealth Management
Arkansas
$429K -$5.93K -16 -1%
RDWM
1049
Red Door Wealth Management
Tennessee
$428K – – –
BHBT
1050
Burke & Herbert Bank & Trust
Virginia
$424K -$471K -1,271 -53%
40 41
42
43 44