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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
976
Baystate Wealth Management
Massachusetts
$14K – – –
LWANC
977
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K -$1.1K -5 -7%
AWM
978
AllSquare Wealth Management
New York
$13K – – –
PIP
979
Peachtree Investment Partners
Florida
$12K – – –
VCM
980
Vigilant Capital Management
Maine
$11K +$12.3K +56 New
FDCDDQ
981
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.87K – – –
KFS
982
Kelly Financial Services
Massachusetts
$9.47K -$13.4K -61 -56%
CBT
983
Central Bank & Trust
Kentucky
$9K -$107K -487 -91%
CFO
984
CVA Family Office
Colorado
$9K – – –
DAC
985
Dividend Assets Capital
South Carolina
$9K – – –
GI
986
Gradient Investments
Minnesota
$9K +$9.65K +44 New
CT
987
Colonial Trust
South Carolina
$9K +$10.5K +48 New
IWP
988
IAG Wealth Partners
Wisconsin
$7K – – –
BSB
989
Bangor Savings Bank
Maine
$7K +$8.33K +38 New
GWM
990
Geneos Wealth Management
Colorado
$6K -$1.75K -8 -20%
AIA
991
Angeles Investment Advisors
California
$6K – – –
SC
992
Steph & Co
Wisconsin
$6K – – –
SCA
993
Stonebridge Capital Advisors
Minnesota
$6K +$4.61K +21 +263%
MHR
994
Matthew Hamilton Rosenberg
$5K – – –
PSB
995
Piscataqua Savings Bank
New Hampshire
$5K – – –
TSWM
996
Tyler-Stone Wealth Management
Ohio
$4K -$8.77K -40 -67%
SAM
997
Strategic Asset Management
Minnesota
$4K – – –
WWP
998
WR Wealth Planners
Missouri
$3.8K – – –
NFSG
999
Newbridge Financial Services Group
Florida
$3K – – –
RCM
1000
Raleigh Capital Management
North Carolina
$3K +$3.07K +14 New
38 39
40
41 42