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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
1126
Advus Financial Partners
Florida
$346K – – –
HFA
1127
High Falls Advisors
New York
$345K +$11.1K +30 +3%
OWM
1128
Orgel Wealth Management
Wisconsin
$345K -$735K -1,984 -68%
RIL
1129
Rothschild Investment LLC
Illinois
$344K – – –
TC
1130
TownSquare Capital
Utah
$343K – – –
BFC
1131
Bedel Financial Consulting
Indiana
$342K – – –
SWM
1132
Sherman Wealth Management
Maryland
$342K +$339K +915 New
ODFS
1133
O'Donnell Financial Services
California
$341K – – –
WFS
1134
WealthGarden F.S.
California
$341K +$79.6K +215 +31%
5NPW
1135
55 North Private Wealth
Florida
$340K +$337K +910 New
VFIC
1136
Valley Forge Investment Consultants
Pennsylvania
$337K – – –
AFWM
1137
AMJ Financial Wealth Management
Virginia
$337K – – –
LWMM
1138
Legacy Wealth Management (Mississippi)
Mississippi
$336K +$333K +900 New
KWA
1139
Kingswood Wealth Advisors
California
$336K +$20.4K +55 +7%
TWM
1140
Thrive Wealth Management
Pennsylvania
$335K -$107K -289 -24%
SI
1141
Saxon Interests
Texas
$334K -$51.1K -138 -13%
PWP
1142
Parkwoods Wealth Partners
New York
$333K +$741 +2 +0.2%
CAI
1143
Capital Advisors Inc
Oklahoma
$332K +$370 +1 +0.1%
BCA
1144
Bay Colony Advisors
Massachusetts
$331K -$24.1K -65 -7%
AWP
1145
Accretive Wealth Partners
New Jersey
$330K – – –
LWM
1146
LongView Wealth Management
Georgia
$329K -$88.5K -239 -22%
VFG
1147
Victory Financial Group
Texas
$329K +$99.3K +268 +44%
KIM
1148
Kestra Investment Management
Texas
$329K +$326K +880 New
SP
1149
SmartHarvest Portfolios
Washington
$328K +$326K +879 New
RMCM
1150
Reynders McVeigh Capital Management
Massachusetts
$328K -$27.8K -75 -8%
44 45
46
47 48