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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFC
1026
Klingenstein Fields & Co
New York
$233K – – –
APP
1027
Avantax Planning Partners
Iowa
$232K +$221K +807 New
HFA
1028
High Falls Advisors
New York
$232K +$221K +806 New
HCM
1029
Hutchinson Capital Management
California
$232K – – –
AWAG
1030
ARS Wealth Advisors Group
Florida
$231K -$548 -2 -0.2%
ISB
1031
Iowa State Bank
Iowa
$230K – – –
MWM
1032
Melfa Wealth Management
Massachusetts
$230K +$219K +800 New
VC
1033
Veracity Capital
Georgia
$230K -$17.5K -64 -7%
IP
1034
Isthmus Partners
Wisconsin
$229K – – –
AMCA
1035
Arthur M. Cohen & Associates
Illinois
$229K +$274 +1 +0.1%
BIG
1036
Builder Investment Group
Georgia
$228K – – –
AFAS
1037
Acorn Financial Advisory Services
Virginia
$228K +$217K +793 New
FCM
1038
Fortis Capital Management
Washington
$228K +$548 +2 +0.3%
EWA
1039
Exencial Wealth Advisors
Oklahoma
$227K +$822 +3 +0.4%
SSW
1040
Stone Summit Wealth
Florida
$227K – – –
TNA
1041
True North Advisors
Texas
$226K – – –
TWP
1042
Total Wealth Planning
Ohio
$226K – – –
RFA
1043
Rollins Financial Advisors
New York
$224K +$214K +779 New
RWA
1044
Redhawk Wealth Advisors
Minnesota
$224K -$6.03K -22 -3%
GGS
1045
Galvin Gaustad & Stein
Arizona
$224K – – –
3F
1046
360 Financial
Minnesota
$224K – – –
OWA
1047
Opal Wealth Advisors
New York
$223K -$260K -947 -55%
FC
1048
Forte Capital
New York
$222K – – –
EWA
1049
Evolution Wealth Advisors
Florida
$221K -$5.48K -20 -3%
PWM
1050
Power Wealth Management
Georgia
$221K +$210K +768 New
40 41
42
43 44