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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
901
HUB Investment Partners
Texas
$221K – – –
CPCM
902
Cardinal Point Capital Management
Ontario, Canada
$221K – – –
CPWMP
903
Cardinal Point Wealth Management Partners
California
$221K – – –
RFG
904
Range Financial Group
Oregon
$219K – – –
MCA
905
MSH Capital Advisors
Arizona
$218K +$213K +969 New
AFC
906
AFT Forsyth & Company
Florida
$218K +$660 +3 +0.3%
AAG
907
Armstrong Advisory Group
Massachusetts
$218K +$189K +857 +786%
FWM
908
FFT Wealth Management
Pennsylvania
$218K +$440 +2 +0.2%
GC
909
Gibson Capital
Pennsylvania
$216K – – –
FC
910
Fulcrum Capital
Washington
$216K – – –
HS
911
Horan Securities
United States
$215K +$11.2K +51 +6%
IAA
912
Independent Advisor Alliance
North Carolina
$214K – – –
FNWM
913
Financial Network Wealth Management
Utah
$214K – – –
MWP
914
Meridian Wealth Partners
Pennsylvania
$214K -$38.5K -175 -16%
DAM
915
Delta Asset Management
Tennessee
$214K +$110K +500 +111%
ZIM
916
Zacks Investment Management
Illinois
$213K +$208K +944 New
EWA
917
Etesian Wealth Advisors
Oregon
$212K +$207K +940 New
NB
918
NBT Bank
New York
$211K +$206K +935 New
FTDI
919
First Trust Direct Indexing
Massachusetts
$210K -$308K -1,399 -60%
PCM
920
Pointe Capital Management
Michigan
$209K +$205K +930 New
MWP
921
Madison Wealth Partners
Wisconsin
$209K +$204K +928 New
SAF
922
Smith Anglin Financial
Texas
$209K +$204K +926 New
IP
923
Isthmus Partners
Wisconsin
$207K +$202K +920 New
AIP
924
Ahrens Investment Partners
Louisiana
$207K +$202K +919 New
PWP
925
Principle Wealth Partners
Connecticut
$207K +$202K +919 New
35 36
37
38 39