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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
976
Howard Wealth Management
Connecticut
$289K -$861 -3 -0.3%
BCA
977
Bay Colony Advisors
Massachusetts
$289K -$574 -2 -0.2%
RWP
978
Revolve Wealth Partners
New Jersey
$288K -$2.87K -10 -1%
TF
979
Tenon Financial
New Jersey
$287K – – –
CGA
980
Crescent Grove Advisors
Illinois
$287K – – –
AFC
981
AFT Forsyth & Company
Florida
$287K +$574 +2 +0.2%
GC
982
Gibson Capital
Pennsylvania
$285K – – –
IAA
983
Independent Advisor Alliance
North Carolina
$283K – – –
DAM
984
Delta Asset Management
Tennessee
$283K – – –
FNWM
985
Financial Network Wealth Management
Utah
$282K +$273K +951 New
BIA
986
Bigelow Investment Advisors
Maine
$281K – – –
EWA
987
Etesian Wealth Advisors
Oregon
$280K – – –
NB
988
NBT Bank
New York
$279K – – –
SAF
989
Smith Anglin Financial
Texas
$275K – – –
BMD
990
Better Money Decisions
New Mexico
$275K +$6.89K +24 +3%
WFA
991
Wade Financial Advisory
California
$274K – – –
SVWG
992
Shared Vision Wealth Group
United States
$273K +$25K +87 +10%
AWP
993
Accretive Wealth Partners
New Jersey
$273K – – –
ODFS
994
O'Donnell Financial Services
California
$272K – – –
JWS
995
Juncture Wealth Strategies
Arizona
$272K – – –
UAG
996
United Advisor Group
Ohio
$271K +$262K +912 New
TFS
997
Thoroughbred Financial Services
Tennessee
$270K +$261K +908 New
FTDI
998
First Trust Direct Indexing
Massachusetts
$268K -$237K -826 -48%
EFG
999
Embree Financial Group
Illinois
$268K – – –
VFIC
1000
Valley Forge Investment Consultants
Pennsylvania
$268K – – –
38 39
40
41 42