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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LKWM
1101
Lee-Kelleher Wealth Management
Maryland
$408K – – –
SG
1102
StoneX Group
New York
$408K -$200K -504 -34%
MAS
1103
Madden Advisory Services
Florida
$408K – – –
SOAG
1104
Silver Oak Advisory Group
Oregon
$407K – – –
CCM
1105
Cambridge Capital Management
Illinois
$406K +$793 +2 +0.2%
FWM
1106
FFT Wealth Management
Pennsylvania
$404K +$793 +2 +0.2%
KCM
1107
Kathmere Capital Management
Pennsylvania
$402K +$2.38K +6 +0.6%
BFC
1108
Bedel Financial Consulting
Indiana
$401K +$25K +63 +7%
AIM
1109
Avity Investment Management
Connecticut
$401K – – –
SFS
1110
Sowell Financial Services
Arkansas
$400K +$396 +1 +0.1%
PCS
1111
Personal CFO Solutions
New Jersey
$400K -$72.1K -182 -16%
SAM
1112
S.A. Mason
Michigan
$399K – – –
RFG
1113
Range Financial Group
Oregon
$399K – – –
NC
1114
NovaPoint Capital
Georgia
$396K +$383K +967 New
JGCM
1115
Joseph Group Capital Management
Ohio
$396K -$396 -1 -0.1%
TF
1116
Tenon Financial
New Jersey
$396K – – –
HWM
1117
Howard Wealth Management
Connecticut
$394K +$793 +2 +0.2%
FFC
1118
Frederick Financial Consultants
Maryland
$394K – – –
GC
1119
Gibson Capital
Pennsylvania
$392K – – –
FC
1120
Fulcrum Capital
Washington
$392K – – –
MWM
1121
Manske Wealth Management
Texas
$391K +$378K +954 New
KWA
1122
Kingswood Wealth Advisors
California
$388K -$38.8K -98 -9%
AA
1123
Advisory Alpha
Michigan
$386K +$396 +1 +0.1%
EWA
1124
Etesian Wealth Advisors
Oregon
$385K – – –
OWM
1125
Orgel Wealth Management
Wisconsin
$385K – – –
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