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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
926
Wellspring Financial Advisors
Ohio
$214K +$847 +4 +0.4%
KWS
927
Keystone Wealth Services
California
$213K +$215K +1,014 New
EWM
928
Endurance Wealth Management
Rhode Island
$211K – – –
SAM
929
S.A. Mason
Michigan
$211K – – –
AG
930
Advocate Group
Minnesota
$211K +$212K +1,000 New
WS
931
Wedbush Securities
California
$210K -$12.3K -58 -5%
BIA
932
Bigelow Investment Advisors
Maine
$209K +$211K +995 New
BHWA
933
Beacon Harbor Wealth Advisors
Virginia
$209K +$210K +993 New
WRPWM
934
Werba Rubin Papier Wealth Management
California
$207K +$209K +985 New
HIP
935
HUB Investment Partners
Texas
$207K +$208K +981 New
CPCM
936
Cardinal Point Capital Management
Ontario, Canada
$206K +$207K +979 New
CPWMP
937
Cardinal Point Wealth Management Partners
California
$206K +$207K +979 New
RFG
938
Range Financial Group
Oregon
$205K +$206K +974 New
AFC
939
AFT Forsyth & Company
Florida
$203K +$204K +966 New
FWM
940
FFT Wealth Management
Pennsylvania
$203K +$204K +964 New
GC
941
Gibson Capital
Pennsylvania
$202K – – –
FC
942
Fulcrum Capital
Washington
$201K +$203K +957 New
AWA
943
Arkadios Wealth Advisors
Georgia
$201K +$202K +955 New
IAA
944
Independent Advisor Alliance
North Carolina
$200K +$202K +952 New
FNWM
945
Financial Network Wealth Management
Utah
$200K +$201K +951 New
AC
946
AlphaCore Capital
California
$199K -$20.5K -97 -9%
IFAM
947
Institutional & Family Asset Management
Colorado
$195K – – –
HT
948
Headlands Technologies
Illinois
$191K +$192K +906 New
HS
949
Horan Securities
United States
$190K +$102K +482 +114%
CIAS
950
Capital Investment Advisory Services
North Carolina
$189K – – –
36 37
38
39 40