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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
901
KB Financial Partners
New Jersey
$230K -$119K -461 -35%
SRC
902
Sage Rhino Capital
California
$230K – – –
TIAM2
903
Tru Independence Asset Management 2
Oregon
$230K +$1.29K +5 +0.6%
FFG
904
Fortem Financial Group
California
$229K – – –
WCM
905
Windsor Capital Management
Arizona
$229K – – –
HFP
906
Holistic Financial Partners
Indiana
$227K – – –
LA
907
LexAurum Advisors
Kansas
$226K – – –
SPIA
908
Steward Partners Investment Advisory
New York
$226K +$515 +2 +0.2%
6F
909
626 Financial
Michigan
$224K +$218K +848 New
JC
910
JB Capital
Connecticut
$223K -$257 -1 -0.1%
ODFS
911
O'Donnell Financial Services
California
$223K – – –
MW
912
Marcum Wealth
Ohio
$223K +$217K +842 New
HIM
913
Hotaling Investment Management
Pennsylvania
$221K – – –
ECM
914
Evergreen Capital Management
Washington
$219K – – –
EWA
915
Evolution Wealth Advisors
Florida
$219K +$213K +829 New
UBV
916
United Bank (Virginia)
Virginia
$218K +$212K +825 New
BHTS
917
Bar Harbor Trust Services
Maine
$217K +$212K +822 New
FANJ
918
Financial Architects (New Jersey)
New Jersey
$216K -$103K -400 -33%
PA
919
PFG Advisors
Arizona
$216K -$39.6K -154 -16%
WA
920
WBH Advisory
Maryland
$214K +$208K +808 New
SWA
921
ShankerValleau Wealth Advisors
Illinois
$214K +$208K +810 New
FDS
922
Freedom Day Solutions
Texas
$214K +$209K +811 New
ISB
923
Iowa State Bank
Iowa
$212K +$206K +800 New
SGK
924
Steigerwald Gordon & Koch
Virginia
$212K +$206K +800 New
VCM
925
Vivaldi Capital Management
Illinois
$210K +$204K +794 New
35 36
37
38 39