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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
951
McDonald Partners
Ohio
$150K +$146K +567 New
WTA
952
Washington Trust Advisors
Massachusetts
$147K +$143K +556 New
LWA
953
Lenox Wealth Advisors
New York
$145K -$24.2K -94 -15%
LCM
954
Logan Capital Management
Pennsylvania
$145K – – –
KPCM
955
Kings Point Capital Management
New York
$143K +$4.63K +18 +3%
POIA
956
Pin Oak Investment Advisors
Texas
$139K – – –
S
957
Surevest
California
$136K +$132K +513 New
AWM
958
Abound Wealth Management
Tennessee
$135K +$131K +510 New
NSB
959
Norway Savings Bank
Maine
$132K -$12.9K -50 -9%
RFA
960
Reilly Financial Advisors
California
$132K – – –
EWM
961
Endurance Wealth Management
Rhode Island
$127K +$41.2K +160 +50%
FFWM
962
Future Financial Wealth Management
Ohio
$120K +$116K +450 New
DAM
963
Delta Asset Management
Tennessee
$119K -$10.3K -40 -8%
SC
964
SouthState Corp
Florida
$118K – – –
CA
965
CoreCap Advisors
Michigan
$118K +$115K +448 New
AF
966
Affiance Financial
Minnesota
$116K – – –
PPWM
967
PFG Private Wealth Management
Florida
$115K – – –
HS
968
Horan Securities
United States
$109K +$106K +413 New
NSIM
969
North Star Investment Management
Illinois
$100K +$70.3K +273 +255%
EWM
970
Evermay Wealth Management
Virginia
$99K – – –
LWP
971
Lumature Wealth Partners
Georgia
$99K – – –
FA
972
Faithward Advisors
Pennsylvania
$86K +$14.9K +58 +22%
AF
973
Advisornet Financial
Minnesota
$84K +$515 +2 +0.6%
COCM
974
Charter Oak Capital Management
New Hampshire
$80K – – –
PCFFS
975
Pacific Center for Financial Services
California
$76K – – –
37 38
39
40 41