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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1026
High Falls Advisors
New York
$232K +$221K +806 New
HCM
1027
Hutchinson Capital Management
California
$232K – – –
AWAG
1028
ARS Wealth Advisors Group
Florida
$231K -$548 -2 -0.2%
ISB
1029
Iowa State Bank
Iowa
$230K – – –
MWM
1030
Melfa Wealth Management
Massachusetts
$230K +$219K +800 New
VC
1031
Veracity Capital
Georgia
$230K -$17.5K -64 -7%
IP
1032
Isthmus Partners
Wisconsin
$229K – – –
AMCA
1033
Arthur M. Cohen & Associates
Illinois
$229K +$274 +1 +0.1%
BIG
1034
Builder Investment Group
Georgia
$228K – – –
AFAS
1035
Acorn Financial Advisory Services
Virginia
$228K +$217K +793 New
FCM
1036
Fortis Capital Management
Washington
$228K +$548 +2 +0.3%
EWA
1037
Exencial Wealth Advisors
Oklahoma
$227K +$822 +3 +0.4%
SSW
1038
Stone Summit Wealth
Florida
$227K – – –
TNA
1039
True North Advisors
Texas
$226K – – –
TWP
1040
Total Wealth Planning
Ohio
$226K – – –
RFA
1041
Rollins Financial Advisors
New York
$224K +$214K +779 New
RWA
1042
Redhawk Wealth Advisors
Minnesota
$224K -$6.03K -22 -3%
GGS
1043
Galvin Gaustad & Stein
Arizona
$224K – – –
3F
1044
360 Financial
Minnesota
$224K – – –
OWA
1045
Opal Wealth Advisors
New York
$223K -$260K -947 -55%
FC
1046
Forte Capital
New York
$222K – – –
EWA
1047
Evolution Wealth Advisors
Florida
$221K -$5.48K -20 -3%
PWM
1048
Power Wealth Management
Georgia
$221K +$210K +768 New
BRM
1049
Boston Research & Management
Massachusetts
$221K – – –
PWM
1050
Penobscot Wealth Management
Maine
$221K +$211K +769 New
40 41
42
43 44