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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
801
Birch Hill Investment Advisors
Massachusetts
$204K -$75.5K -345 -27%
COF
802
Capital One Financial
Virginia
$204K -$34.8K -159 -15%
HCM
803
Howland Capital Management
Massachusetts
$203K +$198K +905 New
CFD
804
Creative Financial Designs
Indiana
$202K -$31.5K -144 -14%
TCM
805
TD Capital Management
Tennessee
$202K -$2.85K -13 -1%
HWA
806
Heartwood Wealth Advisors
Virginia
$201K +$197K +899 New
RG
807
Rikoon Group
New Mexico
$201K +$197K +900 New
VFIC
808
Valley Forge Investment Consultants
Pennsylvania
$201K +$197K +900 New
LFG
809
Larson Financial Group
Missouri
$184K +$219 +1 +0.1%
BAM
810
Belpointe Asset Management
Nevada
$182K +$8.76K +40 +5%
CAL
811
Capital Analysts LLC
Pennsylvania
$181K +$131K +600 +283%
ACA
812
Aptus Capital Advisors
Alabama
$174K +$438 +2 +0.3%
PMFA
813
Plante Moran Financial Advisors
Michigan
$172K -$407K -1,857 -71%
MPWT
814
MassMutual Private Wealth & Trust
Connecticut
$169K -$33.1K -151 -17%
AF
815
Advisornet Financial
Minnesota
$164K +$91.1K +416 +132%
SOADOR
816
State of Alaska Department of Revenue
Alaska
$161K +$158K +720 New
IAIM
817
International Assets Investment Management
Florida
$159K – – –
LIA
818
LS Investment Advisors
Michigan
$156K – – –
RIM
819
Rockbridge Investment Management
New York
$149K – – –
FDCDDQ
820
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K – – –
LWA
821
Lenox Wealth Advisors
New York
$148K +$145K +661 New
NG
822
NWK Group
California
$143K – – –
AA
823
AlphaMark Advisors
Kentucky
$140K – – –
PK
824
Pflug Koory
Nebraska
$140K – – –
FWM
825
Filbrandt Wealth Management
Wisconsin
$137K – – –
31 32
33
34 35