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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1226
Diversify Wealth Management
Utah
$217K +$193K +615 New
IA
1227
IFG Advisory
Georgia
$217K +$200K +638 New
NCM
1228
Novare Capital Management
North Carolina
$214K +$198K +632 New
AGC
1229
Aspen Grove Capital
Colorado
$214K +$198K +631 New
OCM
1230
One Capital Management
California
$213K -$35.5K -113 -15%
SAM
1231
Satovsky Asset Management
New York
$213K +$197K +626 New
PWMG
1232
Prestige Wealth Management Group
New Jersey
$212K – – –
AWA
1233
AGH Wealth Advisors
Kansas
$212K +$196K +625 New
HCM
1234
Howland Capital Management
Massachusetts
$212K +$196K +623 New
LIA
1235
LS Investment Advisors
Michigan
$211K +$195K +622 New
FDS
1236
Freedom Day Solutions
Texas
$211K +$195K +620 New
BHWM
1237
Beaird Harris Wealth Management
Texas
$211K -$40.8K -130 -17%
PCA
1238
Prosperity Capital Advisors
Ohio
$210K +$195K +620 New
RGC
1239
Roberts, Glore & Co
Illinois
$210K +$194K +619 New
GGS
1240
Galvin Gaustad & Stein
Arizona
$210K +$194K +617 New
AAS
1241
Ameritas Advisory Services
Nebraska
$209K -$203K -647 -51%
VCM
1242
Virtue Capital Management
Tennessee
$209K +$193K +615 New
NEWAS
1243
N.E.W. Advisory Services
Wisconsin
$208K +$13.2K +42 +7%
RFA
1244
Resurgent Financial Advisors
Georgia
$208K +$192K +612 New
TCM
1245
Telos Capital Management
California
$208K +$192K +612 New
VFG
1246
Victory Financial Group
Texas
$208K +$192K +612 New
PPC
1247
Pennington Partners & Co
Maryland
$206K +$191K +607 New
WA1
1248
Wimmer Associates 1
California
$205K +$190K +604 New
CPRC
1249
Consolidated Portfolio Review Corp
New York
$204K +$189K +601 New
LSIA
1250
LaSalle St. Investment Advisors
Illinois
$204K -$81.9K -261 -30%
48 49
50
51 52