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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWPC
1376
Legacy Wealth Partners (Colorado)
Colorado
$214K +$207K +522 New
LF
1377
LifeSteps Financial
California
$213K +$206K +520 New
AWA
1378
A4 Wealth Advisors
North Carolina
$212K +$205K +518 New
IAG
1379
Investment Advisory Group
Massachusetts
$212K +$205K +518 New
CA
1380
CoreCap Advisors
Michigan
$212K – – –
RDFA
1381
Ritter Daniher Financial Advisory
Ohio
$211K -$10.3K -26 -5%
SW
1382
SMART Wealth
Nebraska
$210K +$203K +513 New
BCMLT
1383
Beacon Capital Management LLC (Tennessee)
Tennessee
$207K +$201K +507 New
CG
1384
Clifford Group
Massachusetts
$207K +$201K +506 New
GIA
1385
Gateway Investment Advisers
Ohio
$207K +$200K +505 New
WQ
1386
Wealth Quarterback
New Jersey
$207K +$200K +505 New
AWP
1387
Axis Wealth Partners
Rhode Island
$206K +$200K +504 New
PCA
1388
Purkiss Capital Advisors
Connecticut
$206K +$200K +504 New
DF
1389
Downshift Financial
Colorado
$206K +$199K +502 New
HWA
1390
HighRoad Wealth Advisors
Oregon
$205K +$199K +502 New
CCP
1391
Carmel Capital Partners
California
$205K -$38K -96 -16%
TCA
1392
Trifecta Capital Advisors
Illinois
$205K – – –
DFP
1393
Donalies Financial Planning
District of Columbia
$205K +$198K +500 New
IP
1394
Ignite Planners
California
$205K +$198K +500 New
MSFS
1395
Main Street Financial Solutions
Pennsylvania
$205K +$198K +500 New
QFA
1396
Quantum Financial Advisors
California
$205K +$198K +500 New
SCG
1397
Sonata Capital Group
Washington
$205K +$198K +500 New
ACA
1398
Affinity Capital Advisors
California
$204K +$196K +495 New
PNC
1399
Park National Corp
Ohio
$204K +$197K +497 New
BHWM
1400
Beaird Harris Wealth Management
Texas
$203K – – –
54 55
56
57 58