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iShares Russell 1000 ETF
IWB

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