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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
851
Venturi Wealth Management
Texas
$258K – – –
GSIS
852
Global Strategic Investment Solutions
Arizona
$257K – – –
WA
853
WestEnd Advisors
North Carolina
$255K -$252K -1,019 Closed
G
854
GenTrust
Florida
$253K -$32.1K -130 -11%
HG
855
Harbor Group
New Hampshire
$253K – – –
WFA
856
Wellspring Financial Advisors
Ohio
$252K +$741 +3 +0.3%
IAG
857
Investmark Advisory Group
Connecticut
$251K -$5.68K -23 -2%
SAM
858
S.A. Mason
Michigan
$250K – – –
BHWA
859
Beacon Harbor Wealth Advisors
Virginia
$248K – – –
DWT
860
Dorsey & Whitney Trust
South Dakota
$248K – – –
RFG
861
Range Financial Group
Oregon
$244K – – –
BHWM
862
Beaird Harris Wealth Management
Texas
$240K +$247 +1 +0.1%
RF
863
Rollins Financial
Georgia
$239K -$116K -470 -33%
FC
864
Fulcrum Capital
Washington
$239K – – –
GC
865
Gibson Capital
Pennsylvania
$239K – – –
VF
866
Vista Finance
Missouri
$239K – – –
AFC
867
AFT Forsyth & Company
Florida
$239K +$741 +3 +0.3%
FNWM
868
Financial Network Wealth Management
Utah
$238K – – –
MWP
869
Meridian Wealth Partners
Pennsylvania
$238K – – –
IAIM
870
International Assets Investment Management
Florida
$238K +$235K +953 New
TWC
871
TD Waterhouse Canada
Ontario, Canada
$236K +$213K +861 +1,104%
AIP
872
Ahrens Investment Partners
Louisiana
$235K – – –
TCM
873
TD Capital Management
Tennessee
$235K +$1.48K +6 +0.6%
NB
874
NBT Bank
New York
$234K – – –
SFO
875
Stokes Family Office
Louisiana
$234K +$231K +934 New
33 34
35
36 37