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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
801
Washington Trust Bank
Washington
$224K – – –
LA
802
LVW Advisors
New York
$223K – – –
AWP
803
Accretive Wealth Partners
New Jersey
$222K -$35.8K -152 -14%
FFG
804
Fortem Financial Group
California
$222K -$6.13K -26 -3%
KWMG
805
King Wealth Management Group
Florida
$222K – – –
TCM
806
TD Capital Management
Tennessee
$222K +$3.53K +15 +2%
BHIA
807
Birch Hill Investment Advisors
Massachusetts
$220K – – –
BA
808
Bridgewater Advisors
New York
$219K – – –
CFD
809
Creative Financial Designs
Indiana
$219K – – –
HCM
810
Howland Capital Management
Massachusetts
$219K – – –
HWA
811
Heartwood Wealth Advisors
Virginia
$218K – – –
VFIC
812
Valley Forge Investment Consultants
Pennsylvania
$218K – – –
BAM
813
Belpointe Asset Management
Nevada
$218K +$20.7K +88 +11%
TIAM2
814
Tru Independence Asset Management 2
Oregon
$216K -$33K -140 -14%
GC
815
Grimes & Company
Massachusetts
$213K +$207K +879 New
TNA
816
True North Advisors
Texas
$212K -$17K -72 -8%
BFO
817
Boston Family Office
Massachusetts
$212K +$206K +875 New
LCOV
818
London Company of Virginia
Virginia
$211K -$183K -777 -47%
KWM
819
Kingsview Wealth Management
Oregon
$211K +$204K +867 New
HFP
820
Holistic Financial Partners
Indiana
$210K +$204K +867 New
SRC
821
Sage Rhino Capital
California
$210K +$205K +868 New
LA
822
LexAurum Advisors
Kansas
$207K +$201K +855 New
CMA
823
Cedar Mountain Advisors
Oregon
$203K -$207K -877 -51%
HIM
824
Hotaling Investment Management
Pennsylvania
$203K +$197K +837 New
ECM
825
Evergreen Capital Management
Washington
$201K +$196K +830 New
31 32
33
34 35