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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
901
Boston Family Office
Massachusetts
$231K – – –
TNA
902
True North Advisors
Texas
$231K – – –
KFP
903
KB Financial Partners
New Jersey
$230K -$119K -461 -35%
SRC
904
Sage Rhino Capital
California
$230K – – –
TIAM2
905
Tru Independence Asset Management 2
Oregon
$230K +$1.29K +5 +0.6%
FFG
906
Fortem Financial Group
California
$229K – – –
WCM
907
Windsor Capital Management
Arizona
$229K – – –
HFP
908
Holistic Financial Partners
Indiana
$227K – – –
LA
909
LexAurum Advisors
Kansas
$226K – – –
SPIA
910
Steward Partners Investment Advisory
New York
$226K +$515 +2 +0.2%
6F
911
626 Financial
Michigan
$224K +$218K +848 New
JC
912
JB Capital
Connecticut
$223K -$257 -1 -0.1%
ODFS
913
O'Donnell Financial Services
California
$223K – – –
MW
914
Marcum Wealth
Ohio
$223K +$217K +842 New
HIM
915
Hotaling Investment Management
Pennsylvania
$221K – – –
ECM
916
Evergreen Capital Management
Washington
$219K – – –
EWA
917
Evolution Wealth Advisors
Florida
$219K +$213K +829 New
UBV
918
United Bank (Virginia)
Virginia
$218K +$212K +825 New
BHTS
919
Bar Harbor Trust Services
Maine
$217K +$212K +822 New
FANJ
920
Financial Architects (New Jersey)
New Jersey
$216K -$103K -400 -33%
PA
921
PFG Advisors
Arizona
$216K -$39.6K -154 -16%
WA
922
WBH Advisory
Maryland
$214K +$208K +808 New
SWA
923
ShankerValleau Wealth Advisors
Illinois
$214K +$208K +810 New
FDS
924
Freedom Day Solutions
Texas
$214K +$209K +811 New
ISB
925
Iowa State Bank
Iowa
$212K +$206K +800 New
35 36
37
38 39