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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1251
Trek Financial
Arizona
$226K -$162K -436 -41%
CCMG
1252
Clark Capital Management Group
Pennsylvania
$226K – – –
MIM
1253
Marco Investment Management
Georgia
$226K +$237K +635 New
NCM
1254
Novare Capital Management
North Carolina
$225K – – –
AGC
1255
Aspen Grove Capital
Colorado
$225K – – –
SF
1256
Schaeffer Financial
Maryland
$224K +$234K +629 New
AA
1257
Armis Advisers
Georgia
$224K +$206K +554 New
AWA
1258
AGH Wealth Advisors
Kansas
$223K – – –
RFA
1259
Resurgent Financial Advisors
Georgia
$222K +$4.1K +11 +2%
RGC
1260
Roberts, Glore & Co
Illinois
$221K – – –
FNWM
1261
Financial Network Wealth Management
Utah
$220K -$7.08K -19 -3%
PPC
1262
Pennington Partners & Co
Maryland
$217K – – –
HCM
1263
Howland Capital Management
Massachusetts
$217K – – –
DF
1264
Dunhill Financial
United Kingdom
$217K – – –
BPW
1265
Bingham Private Wealth
California
$216K – – –
PIN
1266
Prudent Investors Network
California
$216K – – –
WA1
1267
Wimmer Associates 1
California
$215K – – –
WCM
1268
Windsor Capital Management
Arizona
$215K -$3.35K -9 -1%
LA
1269
Latitude Advisors
Florida
$215K – – –
CWP
1270
Cyndeo Wealth Partners
Florida
$214K -$1.73M -4,645 -89%
PWMG
1271
Prestige Wealth Management Group
New Jersey
$214K -$9.32K -25 -4%
FDS
1272
Freedom Day Solutions
Texas
$214K -$7.45K -20 -3%
NFG
1273
Nations Financial Group
Iowa
$213K +$373 +1 +0.2%
CCP
1274
Carmel Capital Partners
California
$213K -$45.1K -121 -17%
EWS
1275
Evergreen Wealth Solutions
Pennsylvania
$212K +$222K +595 New
49 50
51
52 53