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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
926
Global Strategic Investment Solutions
Arizona
$218K +$1.48K +7 +0.7%
IAG
927
Investmark Advisory Group
Connecticut
$214K +$1.06K +5 +0.5%
WFA
928
Wellspring Financial Advisors
Ohio
$214K +$847 +4 +0.4%
KWS
929
Keystone Wealth Services
California
$213K +$215K +1,014 New
EWM
930
Endurance Wealth Management
Rhode Island
$211K – – –
SAM
931
S.A. Mason
Michigan
$211K – – –
AG
932
Advocate Group
Minnesota
$211K +$212K +1,000 New
WS
933
Wedbush Securities
California
$210K -$12.3K -58 -5%
BIA
934
Bigelow Investment Advisors
Maine
$209K +$211K +995 New
BHWA
935
Beacon Harbor Wealth Advisors
Virginia
$209K +$210K +993 New
WRPWM
936
Werba Rubin Papier Wealth Management
California
$207K +$209K +985 New
HIP
937
HUB Investment Partners
Texas
$207K +$208K +981 New
CPCM
938
Cardinal Point Capital Management
Ontario, Canada
$206K +$207K +979 New
CPWMP
939
Cardinal Point Wealth Management Partners
California
$206K +$207K +979 New
RFG
940
Range Financial Group
Oregon
$205K +$206K +974 New
AFC
941
AFT Forsyth & Company
Florida
$203K +$204K +966 New
FWM
942
FFT Wealth Management
Pennsylvania
$203K +$204K +964 New
GC
943
Gibson Capital
Pennsylvania
$202K – – –
FC
944
Fulcrum Capital
Washington
$201K +$203K +957 New
AWA
945
Arkadios Wealth Advisors
Georgia
$201K +$202K +955 New
IAA
946
Independent Advisor Alliance
North Carolina
$200K +$202K +952 New
FNWM
947
Financial Network Wealth Management
Utah
$200K +$201K +951 New
AC
948
AlphaCore Capital
California
$199K -$20.5K -97 -9%
IFAM
949
Institutional & Family Asset Management
Colorado
$195K – – –
HT
950
Headlands Technologies
Illinois
$191K +$192K +906 New
36 37
38
39 40