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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
876
Pointe Capital Management
Michigan
$233K – – –
WTB
877
Washington Trust Bank
Washington
$232K – – –
IP
878
Isthmus Partners
Wisconsin
$230K -$49.4K -200 -18%
PWP
879
Principle Wealth Partners
Connecticut
$230K -$48.1K -195 -18%
AWP
880
Accretive Wealth Partners
New Jersey
$229K – – –
AMCA
881
Arthur M. Cohen & Associates
Illinois
$229K – – –
KWMG
882
King Wealth Management Group
Florida
$229K – – –
ODFS
883
O'Donnell Financial Services
California
$229K – – –
CP
884
Covenant Partners
Tennessee
$227K -$22K -89 -9%
BA
885
Bridgewater Advisors
New York
$226K – – –
CFD
886
Creative Financial Designs
Indiana
$226K – – –
HCM
887
Howland Capital Management
Massachusetts
$226K – – –
CIAS
888
Capital Investment Advisory Services
North Carolina
$225K -$7.41K -30 -3%
VFIC
889
Valley Forge Investment Consultants
Pennsylvania
$225K – – –
LFG
890
Larson Financial Group
Missouri
$224K – – –
FFA
891
Founders Financial Alliance
North Carolina
$222K – – –
SPIA
892
Steward Partners Investment Advisory
New York
$221K +$7.65K +31 +4%
EFS
893
Essex Financial Services
Connecticut
$221K +$218K +882 New
PBF
894
Petix & Botte Financial
California
$221K +$218K +882 New
BFO
895
Boston Family Office
Massachusetts
$219K – – –
TNA
896
True North Advisors
Texas
$219K – – –
SI
897
Scharf Investments
California
$217K -$1.09M -4,411 -84%
TF
898
Trek Financial
Arizona
$217K -$46.7K -189 -18%
SRC
899
Sage Rhino Capital
California
$217K – – –
KWM
900
Kingsview Wealth Management
Oregon
$217K -$5.43K -22 -2%
34 35
36
37 38