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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
1426
Wagner Wealth Management (South Carolina)
South Carolina
– -$1.03M -3,045 Closed
CSIC
1427
Clifford Swan Investment Counsel
California
– -$871K -2,566 Closed
UF
1428
Univest Financial
Pennsylvania
– -$743K -2,189 Closed
AG
1429
AmeriFlex Group
Nevada
– -$683K -2,032 Closed
SWGC
1430
Summit Wealth Group (Colorado)
Colorado
– -$671K -1,975 Closed
SI
1431
Scharf Investments
California
– -$641K -1,886 Closed
HFRG
1432
Houlihan Financial Resource Group
Virginia
– -$628K -1,850 Closed
TBC
1433
Ted Buchan & Co
California
– -$579K -1,705 Closed
AWA
1434
ARQ Wealth Advisors
Arizona
– -$433K -1,412 Closed
PCS
1435
Personal CFO Solutions
New Jersey
– -$443K -1,306 Closed
LWMM
1436
Legacy Wealth Management (Mississippi)
Mississippi
– -$357K -1,050 Closed
MA
1437
Mosaic Advisors
Texas
– -$323K -950 Closed
TCM
1438
Traynor Capital Management
Pennsylvania
– -$284K -836 Closed
AWA
1439
Amplius Wealth Advisors
Pennsylvania
– -$272K -800 Closed
ISL
1440
Ingalls & Snyder LLC
New York
– -$267K -786 Closed
AFA
1441
Allium Financial Advisors
Oregon
– -$249K -732 Closed
RFA
1442
Rollins Financial Advisors
New York
– -$242K -713 Closed
DE
1443
Diversified Enterprises
Delaware
– -$229K -673 Closed
TPWM
1444
Twelve Points Wealth Management
Massachusetts
– -$218K -643 Closed
SAM
1445
Satovsky Asset Management
New York
– -$213K -626 Closed
VCM
1446
Virtue Capital Management
Tennessee
– -$209K -615 Closed
TCM
1447
Telos Capital Management
California
– -$208K -612 Closed
SC
1448
Stephens Consulting
Michigan
– -$148K -435 Closed
BCMLT
1449
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$132K -389 Closed
GM
1450
GeoWealth Management
Illinois
– -$113K -333 Closed
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