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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
851
Investmark Advisory Group
Connecticut
$272K +$265K +1,029 New
GSIS
852
Global Strategic Investment Solutions
Arizona
$271K – – –
FFA
853
Fragasso Financial Advisors
Pennsylvania
$270K +$1.8K +7 +0.7%
WA
854
WestEnd Advisors
North Carolina
$269K +$262K +1,019 New
HG
855
Harbor Group
New Hampshire
$268K +$260K +1,012 New
WFA
856
Wellspring Financial Advisors
Ohio
$266K +$772 +3 +0.3%
BAM
857
Belpointe Asset Management
Nevada
$265K +$39.1K +152 +18%
HIM
858
HawsGoodwin Investment Management
Tennessee
$264K – – –
SAM
859
S.A. Mason
Michigan
$264K – – –
BHWA
860
Beacon Harbor Wealth Advisors
Virginia
$263K – – –
CP
861
Covenant Partners
Tennessee
$263K – – –
DWT
862
Dorsey & Whitney Trust
South Dakota
$262K – – –
BBHC
863
Brown Brothers Harriman & Co
New York
$260K +$175K +680 +224%
RFG
864
Range Financial Group
Oregon
$258K – – –
BHWM
865
Beaird Harris Wealth Management
Texas
$254K +$247K +959 New
FC
866
Fulcrum Capital
Washington
$253K – – –
GC
867
Gibson Capital
Pennsylvania
$252K – – –
AFC
868
AFT Forsyth & Company
Florida
$252K +$515 +2 +0.2%
VF
869
Vista Finance
Missouri
$252K +$246K +954 New
FNWM
870
Financial Network Wealth Management
Utah
$251K – – –
MWP
871
Meridian Wealth Partners
Pennsylvania
$251K – – –
AIP
872
Ahrens Investment Partners
Louisiana
$248K – – –
NB
873
NBT Bank
New York
$247K – – –
PPP
874
Private Portfolio Partners
New Jersey
$247K -$2.57K -10 -1%
CIAS
875
Capital Investment Advisory Services
North Carolina
$246K -$6.43K -25 -3%
33 34
35
36 37