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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
701
Heartwood Wealth Advisors
Virginia
$989K -$7.53K -24 -0.8%
OWM
702
Orgel Wealth Management
Wisconsin
$987K – – –
FHA
703
Flagship Harbor Advisors
Massachusetts
$985K – – –
TCM
704
Tandem Capital Management
New Jersey
$983K – – –
PWM
705
Penobscot Wealth Management
Maine
$983K +$367K +1,170 +68%
CAL
706
Capital Advisors Ltd
Ohio
$983K – – –
MPW
707
MA Private Wealth
California
$976K -$67.8K -216 -7%
FFA
708
Fi3 Financial Advisors
Indiana
$974K – – –
HNWA
709
Henrickson Nauta Wealth Advisors
Michigan
$973K -$23.9K -76 -3%
GSC
710
Ground Swell Capital
South Carolina
$965K +$892K +2,842 New
WPA
711
West Paces Advisors
Georgia
$964K – – –
MPM
712
Meritage Portfolio Management
Kansas
$959K – – –
DC
713
Davenport & Co
Virginia
$958K -$98.9K -315 -10%
FWI
714
Facet Wealth Inc
Maryland
$958K +$76K +242 +10%
EW
715
Enzi Wealth
Texas
$945K -$1.57K -5 -0.2%
AIM
716
Avity Investment Management
Connecticut
$939K -$197K -626 -18%
RWA
717
Resolute Wealth Advisor
Ohio
$937K +$825K +2,629 New
HTHT
718
Hemenway Trust Hemenway Trust
New Hampshire
$937K – – –
SWM
719
Segment Wealth Management
Texas
$934K – – –
RWB
720
RMR Wealth Builders
New Jersey
$933K +$546K +1,740 +173%
LP
721
LGL Partners
Pennsylvania
$932K +$2.2K +7 +0.3%
FWP
722
Firethorn Wealth Partners
Georgia
$932K +$5.96K +19 +0.7%
SW
723
Simplicity Wealth
New Jersey
$932K +$234K +745 +37%
LT
724
Legacy Trust
Michigan
$929K -$179K -570 -17%
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$923K -$94.5K -301 -10%
27 28
29
30 31