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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
701
Nicolet Bankshares
Wisconsin
$955K -$24.3K -75 -2%
SAI
702
Savvy Advisors Inc
New York
$954K – – –
HNWA
703
Henrickson Nauta Wealth Advisors
Michigan
$953K – – –
HWA
704
Heartwood Wealth Advisors
Virginia
$952K – – –
VWM
705
Venturi Wealth Management
Texas
$949K – – –
GT
706
Greenleaf Trust
Michigan
$947K – – –
FHA
707
Flagship Harbor Advisors
Massachusetts
$934K +$324 +1 +0%
TCM
708
Tandem Capital Management
New Jersey
$933K – – –
CAL
709
Capital Advisors Ltd
Ohio
$932K – – –
HTHT
710
Hemenway Trust Hemenway Trust
New Hampshire
$931K -$38.9K -120 -4%
FFA
711
Fi3 Financial Advisors
Indiana
$924K – – –
EW
712
Enzi Wealth
Texas
$923K -$9.07K -28 -1%
LBC
713
Lowe Brockenbrough & Co
Virginia
$920K – – –
FWI
714
Facet Wealth Inc
Maryland
$917K -$95.9K -296 -10%
WPA
715
West Paces Advisors
Georgia
$915K – – –
MPM
716
Meritage Portfolio Management
Kansas
$910K – – –
GIA
717
Gladstone Institutional Advisory
Florida
$906K -$7.45K -23 -0.8%
OFS
718
Oldfather Financial Services
Nebraska
$893K -$101K -311 -10%
SWM
719
Segment Wealth Management
Texas
$889K – – –
AIP
720
Almanack Investment Partners
Pennsylvania
$887K -$4.54K -14 -0.5%
KCP
721
Kera Capital Partners
California
$887K +$891K +2,752 New
AWC
722
Abundance Wealth Counselors
Pennsylvania
$881K -$6.48K -20 -0.7%
FNT
723
First National Trust
Pennsylvania
$872K -$421K -1,300 -32%
BTW
724
Boston Trust Walden
Massachusetts
$871K – – –
RYIA
725
Roehl & Yi Investment Advisors
Oregon
$869K +$874K +2,697 New
27 28
29
30 31