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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1026
Greenspring Advisors
Maryland
$224K – – –
AAM
1027
Aureus Asset Management
Massachusetts
$224K +$209K +852 New
CAI
1028
Capital Advisors Inc
Oklahoma
$223K -$22K -90 -10%
FA
1029
Financial Alternatives
California
$223K -$65.1K -266 -24%
KCM
1030
Kanawha Capital Management
Virginia
$223K +$208K +849 New
OCPWS
1031
One Charles Private Wealth Services
Massachusetts
$222K +$208K +848 New
JC
1032
JB Capital
Connecticut
$221K +$207K +844 New
BHWA
1033
Beacon Harbor Wealth Advisors
Virginia
$221K -$29.4K -120 -12%
SVWG
1034
Shared Vision Wealth Group
United States
$218K +$203K +831 New
ML
1035
McAdam LLC
Pennsylvania
$218K +$203K +830 New
FDS
1036
Freedom Day Solutions
Texas
$217K +$202K +827 New
BOSSRA
1037
B.O.S.S. Retirement Advisors
Utah
$216K -$164K -670 -45%
BDF
1038
Black Diamond Financial
Maryland
$216K +$202K +824 New
BHWM
1039
Bar Harbor Wealth Management
New Hampshire
$216K +$201K +822 New
BIA
1040
Benchmark Investment Advisors
Illinois
$216K +$201K +822 New
HWA
1041
Heartwood Wealth Advisors
Virginia
$216K +$201K +822 New
AWM
1042
Abound Wealth Management
Tennessee
$215K – – –
EWP
1043
Engrave Wealth Partners
Texas
$213K +$199K +814 New
BWA
1044
BlueChip Wealth Advisors
Georgia
$213K +$199K +812 New
W
1045
WealthCollab
Washington
$213K +$199K +812 New
KFC
1046
Klingenstein Fields & Co
New York
$212K +$198K +810 New
FFBTD
1047
First Financial Bank - Trust Division
Ohio
$212K -$24.7K -101 -11%
HCM
1048
HMS Capital Management
Tennessee
$211K +$197K +806 New
HCM
1049
Hutchinson Capital Management
California
$211K +$197K +806 New
AWAG
1050
ARS Wealth Advisors Group
Florida
$211K +$197K +803 New
40 41
42
43 44