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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
976
Nicolet Advisory Services
Wisconsin
$202K +$193K +836 New
UBV
977
United Bank (Virginia)
Virginia
$201K +$190K +825 New
FDS
978
Freedom Day Solutions
Texas
$201K +$190K +824 New
BHWM
979
Bar Harbor Wealth Management
New Hampshire
$200K +$189K +822 New
HWA
980
Heartwood Wealth Advisors
Virginia
$200K +$189K +822 New
BHWM
981
Beaird Harris Wealth Management
Texas
$198K +$230 +1 +0.1%
LFG
982
Larson Financial Group
Missouri
$194K +$230 +1 +0.1%
ACA
983
Aptus Capital Advisors
Alabama
$193K +$461 +2 +0.3%
IFAM
984
Institutional & Family Asset Management
Colorado
$185K – – –
GJIA
985
Glass Jacobson Investment Advisors
Maryland
$182K +$172K +749 New
PTC
986
Private Trust Company
Ohio
$182K -$2.76K -12 -2%
CTC
987
Central Trust Company
Missouri
$175K – – –
PK
988
Pflug Koory
Nebraska
$170K – – –
DI
989
Disciplined Investments
Oklahoma
$165K -$767K -3,331 -83%
FCMT
990
Founders Capital Management (Texas)
Texas
$159K +$28.8K +125 +24%
SVCP
991
Silicon Valley Capital Partners
California
$158K +$461 +2 +0.3%
PPWM
992
PFG Private Wealth Management
Florida
$157K – – –
NG
993
NWK Group
California
$156K – – –
RFG
994
RFP Financial Group
Georgia
$150K +$7.37K +32 +5%
POIA
995
Pin Oak Investment Advisors
Texas
$146K +$16.4K +71 +13%
BCM
996
Blume Capital Management
California
$144K – – –
FCG
997
Financial Connections Group
California
$141K – – –
LC
998
Lindbrook Capital
California
$140K – – –
MRCM
999
M&R Capital Management
New Jersey
$140K – – –
LCM
1000
Logan Capital Management
Pennsylvania
$134K – – –
38 39
40
41 42