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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1126
Atlantic Union Bankshares
Virginia
$230K – – –
BHWM
1127
Beaird Harris Wealth Management
Texas
$230K +$51.1K +158 +27%
AFAS
1128
Acorn Financial Advisory Services
Virginia
$230K – – –
OCM
1129
One Capital Management
California
$227K +$9.05K +28 +4%
PWM
1130
Parkworth Wealth Management
California
$227K +$647 +2 +0.3%
AFA
1131
Allium Financial Advisors
Oregon
$225K +$237K +732 New
KWMG
1132
King Wealth Management Group
Florida
$224K -$18.8K -58 -7%
W
1133
WealthCollab
Washington
$224K – – –
BPC
1134
Bearing Point Capital
Minnesota
$224K – – –
MIM
1135
MTM Investment Management
South Carolina
$223K +$647 +2 +0.3%
SPC
1136
Sigma Planning Corp
Michigan
$223K +$8.73K +27 +4%
TC
1137
TFR Capital
Texas
$222K – – –
FA
1138
Faithward Advisors
Pennsylvania
$222K – – –
BFO
1139
Boston Family Office
Massachusetts
$222K – – –
WE
1140
Wealth Effects
Massachusetts
$222K – – –
MAA
1141
Matrix Asset Advisors
New York
$222K – – –
FCG
1142
Financial Connections Group
California
$221K +$45.3K +140 +24%
EWM
1143
EPG Wealth Management
Georgia
$221K -$15.8K -49 -6%
BIA
1144
Bigelow Investment Advisors
Maine
$221K – – –
IA
1145
Intellus Advisors
Florida
$221K – – –
BPW
1146
Bingham Private Wealth
California
$221K – – –
GAM
1147
GEM Asset Management
Michigan
$220K +$232K +716 New
AIM
1148
Athena Investment Management
California
$220K – – –
CCP
1149
Carmel Capital Partners
California
$220K – – –
CMAI
1150
Capital Management Associates Inc
Minnesota
$220K +$232K +716 New
44 45
46
47 48