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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1051
Avantax Planning Partners
Iowa
$283K – – –
RIL
1052
Rothschild Investment LLC
Illinois
$283K +$121K +375 +68%
WFA
1053
Wade Financial Advisory
California
$282K – – –
BFC
1054
Bedel Financial Consulting
Indiana
$282K – – –
ODFS
1055
O'Donnell Financial Services
California
$280K +$296K +914 New
GAA
1056
Global Assets Advisory
Florida
$280K +$309K +957 New
JWS
1057
Juncture Wealth Strategies
Arizona
$280K – – –
VFIC
1058
Valley Forge Investment Consultants
Pennsylvania
$277K – – –
AFWM
1059
AMJ Financial Wealth Management
Virginia
$277K +$292K +903 New
EFG
1060
Embree Financial Group
Illinois
$275K – – –
NAM
1061
NTV Asset Management
West Virginia
$275K +$23K +71 +9%
KAM
1062
KEB Asset Management
Illinois
$272K – – –
AA
1063
Alesco Advisors
New York
$271K – – –
AWP
1064
Accretive Wealth Partners
New Jersey
$271K -$10.7K -33 -4%
CWP
1065
Cyndeo Wealth Partners
Florida
$271K -$449K -1,389 -61%
WRPWM
1066
Werba Rubin Papier Wealth Management
California
$270K +$647 +2 +0.2%
QIM
1067
Quest Investment Management
Oregon
$268K – – –
CA
1068
Calton & Associates
Florida
$268K +$323 +1 +0.1%
EBT
1069
Enterprise Bank & Trust
Massachusetts
$267K – – –
BCM
1070
BluePointe Capital Management
California
$267K +$281K +870 New
MCM
1071
MidAtlantic Capital Management
Virginia
$267K – – –
SRC
1072
Sage Rhino Capital
California
$266K – – –
ECM
1073
Evergreen Capital Management
Washington
$266K -$125K -388 -31%
CA
1074
Crewe Advisors
Utah
$266K +$139K +431 +99%
LSIA
1075
LaSalle St. Investment Advisors
Illinois
$265K +$279K +864 New
41 42
43
44 45