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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
1051
Acorn Financial Advisory Services
Virginia
$387K – – –
XPN
1052
XY Planning Network
Montana
$386K +$373 +1 +0.1%
BF
1053
Baring Financial
Washington
$386K +$373 +1 +0.1%
FFG
1054
Fortress Financial Group
Minnesota
$381K – – –
WTB
1055
Washington Trust Bank
Washington
$380K -$5.59K -15 -1%
MAM
1056
Madison Asset Management
Wisconsin
$380K -$424K -1,138 -52%
CAM
1057
Clark Asset Management
New Hampshire
$380K – – –
WAM
1058
Wernau Asset Management
Massachusetts
$378K – – –
WA
1059
WestEnd Advisors
North Carolina
$376K -$42.1K -113 -10%
MWP
1060
Madison Wealth Partners
Wisconsin
$376K -$745 -2 -0.2%
SF
1061
Symphony Financial
Texas
$375K +$37.3K +100 +10%
PWM
1062
Partners Wealth Management
California
$375K -$112K -300 -22%
SF
1063
Strategent Financial
Virginia
$374K – – –
RW
1064
Rockport Wealth
Ohio
$374K – – –
KWA
1065
Kingswood Wealth Advisors
California
$373K +$54.8K +147 +16%
ASW
1066
Astoria Strategic Wealth
Texas
$373K – – –
DI
1067
Disciplined Investments
Oklahoma
$373K +$149K +400 +62%
HWM
1068
Heirloom Wealth Management
Colorado
$372K +$389K +1,043 New
FM
1069
Foster & Motley
Ohio
$370K -$373 -1 -0.1%
DA
1070
Drake & Associates
Wisconsin
$370K -$15.7K -42 -4%
TWP
1071
Triad Wealth Partners
Kansas
$369K -$80.5K -216 -17%
KWS
1072
Keystone Wealth Services
California
$369K +$373 +1 +0.1%
MIFH
1073
Migdal Insurance & Financial Holdings
Israel
$368K – – –
ACM
1074
Absolute Capital Management
Pennsylvania
$365K +$11.6K +31 +3%
OA
1075
Operose Advisors
Wisconsin
$364K +$96.1K +258 +34%
41 42
43
44 45