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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAW
1076
Signal Advisors Wealth
Michigan
$364K +$381K +1,022 New
EWA
1077
Encompass Wealth Advisors
Oregon
$364K -$9.32K -25 -2%
CFB
1078
Cullen/Frost Bankers
Texas
$362K +$247K +663 +189%
KIA
1079
KCM Investment Advisors
California
$361K – – –
CI
1080
CPR Investments
Michigan
$357K -$106K -284 -22%
SWRP
1081
Summit Wealth & Retirement Planning
California
$357K -$223K -599 -37%
AB
1082
Atlas Brown
Kentucky
$357K -$74.5K -200 -17%
CWM
1083
Chesapeake Wealth Management
Virginia
$357K – – –
PMWMG
1084
Parr McKnight Wealth Management Group
Minnesota
$357K – – –
CTWM
1085
Cherry Tree Wealth Management
Minnesota
$355K -$39.1K -105 -10%
LKWM
1086
Lee-Kelleher Wealth Management
Maryland
$355K – – –
MAS
1087
Madden Advisory Services
Florida
$355K – – –
SOAG
1088
Silver Oak Advisory Group
Oregon
$354K – – –
APP
1089
Avantax Planning Partners
Iowa
$353K -$11.6K -31 -3%
CCM
1090
Cambridge Capital Management
Illinois
$353K -$745 -2 -0.2%
FWM
1091
FFT Wealth Management
Pennsylvania
$352K +$373 +1 +0.1%
AIM
1092
Avity Investment Management
Connecticut
$349K -$49.9K -134 -12%
SFS
1093
Sowell Financial Services
Arkansas
$348K +$373 +1 +0.1%
SAM
1094
S.A. Mason
Michigan
$348K – – –
KCM
1095
Kathmere Capital Management
Pennsylvania
$348K +$363K +975 New
RFG
1096
Range Financial Group
Oregon
$347K – – –
JGCM
1097
Joseph Group Capital Management
Ohio
$345K – – –
TF
1098
Tenon Financial
New Jersey
$344K – – –
FFC
1099
Frederick Financial Consultants
Maryland
$343K -$29.4K -79 -8%
HWM
1100
Howard Wealth Management
Connecticut
$343K -$2.98K -8 -0.8%
42 43
44
45 46