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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
1001
Willow Creek Wealth Management
California
$400K – – –
CCFCSB
1002
Cape Cod Five Cents Savings Bank
Massachusetts
$400K – – –
RCP
1003
Rothschild Capital Partners
New York
$397K +$628 +2 +0.2%
MWA
1004
Monograph Wealth Advisors
California
$397K +$367K +1,170 New
GJWM
1005
Gilliland Jeter Wealth Management
Arkansas
$397K -$1.26K -4 -0.3%
ICP
1006
Interchange Capital Partners
Pennsylvania
$396K -$74.7K -238 -17%
SW
1007
SkyOak Wealth
Michigan
$392K – – –
BEAM
1008
Baker Ellis Asset Management
Washington
$391K – – –
GAA
1009
Guardian Asset Advisors
Pennsylvania
$389K +$628 +2 +0.2%
LA
1010
LVW Advisors
New York
$383K – – –
VVP
1011
Venture Visionary Partners
Ohio
$381K – – –
NG
1012
Norden Group
Utah
$378K – – –
MWP
1013
Meridian Wealth Partners
Pennsylvania
$377K – – –
MAS
1014
MPWM Advisory Solutions
Georgia
$376K – – –
CWM
1015
Chesapeake Wealth Management
Virginia
$376K – – –
SAF
1016
Smith Anglin Financial
Texas
$375K +$55.6K +177 +19%
CTWM
1017
Cherry Tree Wealth Management
Minnesota
$374K – – –
RMCM
1018
Reynders McVeigh Capital Management
Massachusetts
$374K -$28.9K -92 -8%
AIM
1019
Anchor Investment Management
South Carolina
$374K -$2.83K -9 -0.8%
WTB
1020
Washington Trust Bank
Washington
$372K – – –
PWM
1021
PBMares Wealth Management
Virginia
$371K – – –
HP
1022
Holistic Planning
Texas
$370K +$27.6K +88 +9%
DA
1023
Drake & Associates
Wisconsin
$368K – – –
MSFS
1024
Main Street Financial Solutions
Pennsylvania
$367K +$339K +1,081 New
AAM
1025
Aureus Asset Management
Massachusetts
$366K -$19.1K -61 -5%
39 40
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42 43