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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1151
Calton & Associates
Florida
$299K +$373 +1 +0.1%
MFA
1152
Millington Financial Advisors
Illinois
$299K – – –
PWP
1153
Principle Wealth Partners
Connecticut
$298K – – –
RIP
1154
RAM Investment Partners
Washington
$298K – – –
ACM
1155
Allred Capital Management
Texas
$298K – – –
WAOI
1156
Wealth Advisors of Iowa
Iowa
$297K – – –
SWM
1157
SHP Wealth Management
Massachusetts
$296K +$5.59K +15 +2%
VFG
1158
Victory Financial Group
Texas
$295K -$20.1K -54 -6%
BWP
1159
Balboa Wealth Partners
Arizona
$295K +$29.4K +79 +11%
NG
1160
Navigation Group
California
$294K +$307K +825 New
GWM
1161
Greenhouse Wealth Management
Connecticut
$294K +$373 +1 +0.1%
SP
1162
SmartHarvest Portfolios
Washington
$293K -$20.9K -56 -6%
BHWM
1163
Bar Harbor Wealth Management
New Hampshire
$293K – – –
OWA
1164
Oak Wealth Advisors
Illinois
$290K – – –
LFGO
1165
Legacy Financial Group (Oklahoma)
Oklahoma
$290K – – –
BWA
1166
BlueChip Wealth Advisors
Georgia
$290K – – –
KFA
1167
Kapstone Financial Advisors
Ohio
$289K – – –
BHWA
1168
Beacon Harbor Wealth Advisors
Virginia
$288K – – –
HCM
1169
Hutchinson Capital Management
California
$287K – – –
AWM
1170
Abound Wealth Management
Tennessee
$287K -$4.84K -13 -2%
AA
1171
Alesco Advisors
New York
$286K – – –
ISB
1172
Iowa State Bank
Iowa
$285K – – –
MWM
1173
Melfa Wealth Management
Massachusetts
$285K – – –
AAS
1174
Ameritas Advisory Services
Nebraska
$284K -$4.47K -12 -1%
BHFP
1175
Blom & Howell Financial Planning
California
$284K -$4.1K -11 -1%
45 46
47
48 49