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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1026
Financial Alternatives
California
$268K – – –
AWA
1027
Amplius Wealth Advisors
Pennsylvania
$267K – – –
KCM
1028
Kanawha Capital Management
Virginia
$267K – – –
OCPWS
1029
One Charles Private Wealth Services
Massachusetts
$267K – – –
VVP
1030
Venture Visionary Partners
Ohio
$267K – – –
BIA
1031
Benchmark Investment Advisors
Illinois
$265K +$6.06K +20 +2%
FCFC
1032
First Commonwealth Financial Corp
Pennsylvania
$264K – – –
CP
1033
Covenant Partners
Tennessee
$264K – – –
RIP
1034
RAM Investment Partners
Washington
$263K +$253K +836 New
MAM
1035
Madison Asset Management
Wisconsin
$263K +$253K +835 New
ACM
1036
Allred Capital Management
Texas
$263K – – –
EWA
1037
Exencial Wealth Advisors
Oklahoma
$261K +$606 +2 +0.2%
GFP
1038
Gryphon Financial Partners
Ohio
$261K -$54.5K -180 -18%
TCM
1039
Traynor Capital Management
Pennsylvania
$260K -$144K -476 -37%
HIGP
1040
Hill Investment Group Partners
Missouri
$259K – – –
GWM
1041
Greenhouse Wealth Management
Connecticut
$259K -$87.2K -288 -26%
CA
1042
Calton & Associates
Florida
$259K +$249K +823 New
BHWM
1043
Bar Harbor Wealth Management
New Hampshire
$258K – – –
AA
1044
Advisory Alpha
Michigan
$258K +$248K +819 New
AWM
1045
Abound Wealth Management
Tennessee
$257K – – –
LC
1046
Lindbrook Capital
California
$257K – – –
BWA
1047
BlueChip Wealth Advisors
Georgia
$255K – – –
W
1048
WealthCollab
Washington
$255K – – –
KFC
1049
Klingenstein Fields & Co
New York
$255K – – –
BHWA
1050
Beacon Harbor Wealth Advisors
Virginia
$254K – – –
40 41
42
43 44