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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
726
Soundwatch Capital
Connecticut
$323K -$721K -3,060 -70%
UFF
727
USA Financial Formulas
Michigan
$323K -$38.4K -163 -11%
KFP
728
KB Financial Partners
New Jersey
$322K – – –
NC
729
NovaPoint Capital
Georgia
$316K – – –
BEAM
730
Baker Ellis Asset Management
Washington
$315K – – –
PWM
731
PBMares Wealth Management
Virginia
$314K +$236 +1 +0.1%
WAP
732
Wealthcare Advisory Partners
Pennsylvania
$311K +$180K +763 +147%
WCWM
733
Willow Creek Wealth Management
California
$304K -$15.3K -65 -5%
FANJ
734
Financial Architects (New Jersey)
New Jersey
$294K -$10.8K -46 -4%
SOADOR
735
State of Alaska Department of Revenue
Alaska
$294K +$117K +498 +69%
VFG
736
V2 Financial group
Illinois
$290K – – –
CNFG
737
Creegan & Nassoura Financial Group
New Hampshire
$290K – – –
EWA
738
Encompass Wealth Advisors
Oregon
$290K – – –
SAM
739
Summit Asset Management
Tennessee
$290K – – –
VCP
740
Vista Capital Partners
Oregon
$286K – – –
IRAG
741
Investment Research & Advisory Group
Georgia
$285K -$62.7K -266 -18%
HTHT
742
Hemenway Trust Hemenway Trust
New Hampshire
$284K – – –
SBL
743
Sargent Bickham Lagudis
Colorado
$282K – – –
AWM
744
AAF Wealth Management
Massachusetts
$280K +$471 +2 +0.2%
IFAM
745
Institutional & Family Asset Management
Colorado
$280K -$20.3K -86 -7%
EWM
746
EPG Wealth Management
Georgia
$279K – – –
HWM
747
Howard Wealth Management
Connecticut
$279K +$2.36K +10 +0.9%
TI
748
Tidal Investments
Wisconsin
$278K – – –
G
749
GenTrust
Florida
$276K – – –
LA
750
Latitude Advisors
Florida
$275K +$267K +1,134 New
28 29
30
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