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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
901
Kingsview Wealth Management
Oregon
$217K -$5.43K -22 -2%
HFP
902
Holistic Financial Partners
Indiana
$215K – – –
CDH
903
Charles D. Hyman
$215K +$212K +858 New
WAP
904
Wealthcare Advisory Partners
Pennsylvania
$213K -$199K -807 -49%
6F
905
626 Financial
Michigan
$212K – – –
LA
906
LVW Advisors
New York
$212K +$18.5K +75 +10%
JC
907
JB Capital
Connecticut
$211K +$247 +1 +0.1%
GC
908
Grimes & Company
Massachusetts
$210K -$21K -85 -9%
OCM
909
One Capital Management
California
$210K +$208K +841 New
FFG
910
Fortem Financial Group
California
$209K -$7.41K -30 -3%
HIM
911
Hotaling Investment Management
Pennsylvania
$209K – – –
SS
912
Sunbelt Securities
Texas
$209K +$203K +822 New
ECM
913
Evergreen Capital Management
Washington
$208K – – –
EWA
914
Evolution Wealth Advisors
Florida
$207K – – –
BHTS
915
Bar Harbor Trust Services
Maine
$206K – – –
UBV
916
United Bank (Virginia)
Virginia
$206K – – –
FANJ
917
Financial Architects (New Jersey)
New Jersey
$204K – – –
SIA
918
Soltis Investment Advisors
Utah
$203K -$63K -255 -24%
SWA
919
ShankerValleau Wealth Advisors
Illinois
$203K – – –
FDS
920
Freedom Day Solutions
Texas
$203K +$494 +2 +0.2%
VCM
921
Vivaldi Capital Management
Illinois
$202K +$29.9K +121 +15%
SAM
922
Synergy Asset Management
Washington
$202K +$200K +809 New
ISB
923
Iowa State Bank
Iowa
$200K – – –
CTC
924
Central Trust Company
Missouri
$195K – – –
MTIC
925
Missouri Trust & Investment Company
Missouri
$195K – – –
35 36
37
38 39