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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
901
Vestmark Advisory Solutions
Massachusetts
$251K +$237K +1,029 New
IAG
902
Investmark Advisory Group
Connecticut
$250K +$691 +3 +0.3%
WFA
903
Wellspring Financial Advisors
Ohio
$250K +$691 +3 +0.3%
KCM
904
Kendall Capital Management
Maryland
$248K – – –
KWS
905
Keystone Wealth Services
California
$248K +$230 +1 +0.1%
EWM
906
Endurance Wealth Management
Rhode Island
$244K – – –
AG
907
Advocate Group
Minnesota
$244K – – –
BIA
908
Bigelow Investment Advisors
Maine
$243K – – –
BHWA
909
Beacon Harbor Wealth Advisors
Virginia
$242K – – –
PCA
910
Prosperity Capital Advisors
Ohio
$242K -$39.1K -170 -15%
FNWM
911
Financial Network Wealth Management
Utah
$239K – – –
FFBTD
912
First Financial Bank - Trust Division
Ohio
$239K -$1.84K -8 -0.8%
CPCM
913
Cardinal Point Capital Management
Ontario, Canada
$239K – – –
RFG
914
Range Financial Group
Oregon
$237K – – –
AFC
915
AFT Forsyth & Company
Florida
$237K +$461 +2 +0.2%
AAS
916
Ameritas Advisory Services
Nebraska
$236K -$151K -654 -40%
FWM
917
FFT Wealth Management
Pennsylvania
$236K +$230 +1 +0.1%
AAG
918
Armstrong Advisory Group
Massachusetts
$235K – – –
CGA
919
Crescent Grove Advisors
Illinois
$235K +$222K +965 New
GC
920
Gibson Capital
Pennsylvania
$234K – – –
FC
921
Fulcrum Capital
Washington
$233K – – –
HS
922
Horan Securities
United States
$233K +$461 +2 +0.2%
AWA
923
Amplius Wealth Advisors
Pennsylvania
$233K -$9.21K -40 -4%
SHFP
924
Second Half Financial Partners
Florida
$232K +$220K +954 New
IAA
925
Independent Advisor Alliance
North Carolina
$232K – – –
35 36
37
38 39