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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1076
Symphony Financial
Texas
$436K +$4.36K +11 +1%
DSA
1077
Droms Strauss Advisors
Missouri
$435K +$421K +1,062 New
PCM
1078
Pointe Capital Management
Michigan
$434K -$107K -270 -20%
SW
1079
SkyOak Wealth
Michigan
$432K -$16.6K -42 -4%
APP
1080
Avantax Planning Partners
Iowa
$430K +$24.2K +61 +6%
MWP
1081
Madison Wealth Partners
Wisconsin
$430K -$1.98K -5 -0.5%
RW
1082
Rockport Wealth
Ohio
$429K – – –
ASW
1083
Astoria Strategic Wealth
Texas
$428K – – –
DI
1084
Disciplined Investments
Oklahoma
$428K – – –
WA
1085
WestEnd Advisors
North Carolina
$428K -$3.96K -10 -0.9%
FM
1086
Foster & Motley
Ohio
$424K -$396 -1 -0.1%
KWS
1087
Keystone Wealth Services
California
$424K +$396 +1 +0.1%
PWM
1088
Partners Wealth Management
California
$421K -$9.91K -25 -2%
CAI
1089
Capital Advisors Inc
Oklahoma
$419K -$32.9K -83 -7%
OA
1090
Operose Advisors
Wisconsin
$419K – – –
JF
1091
Jump Financial
Illinois
$416K +$402K +1,015 New
CFB
1092
Cullen/Frost Bankers
Texas
$416K +$396 +1 +0.1%
KIA
1093
KCM Investment Advisors
California
$414K – – –
EWA
1094
Encompass Wealth Advisors
Oregon
$412K -$5.95K -15 -1%
BWCS
1095
Beirne Wealth Consulting Services
Connecticut
$411K -$40.4K -102 -9%
SWM
1096
SeaCrest Wealth Management
New York
$411K -$150K -379 -27%
HW
1097
HORAN Wealth
Ohio
$410K +$60.2K +152 +18%
CWM
1098
Chesapeake Wealth Management
Virginia
$410K – – –
PMWMG
1099
Parr McKnight Wealth Management Group
Minnesota
$410K – – –
SWRP
1100
Summit Wealth & Retirement Planning
California
$410K – – –
42 43
44
45 46