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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
1051
Vise Technologies
New York
– -$267K -1,069 Closed
G
1052
GenTrust
Florida
– -$253K -1,012 Closed
FC
1053
Fulcrum Capital
Washington
– -$239K -957 Closed
AFC
1054
AFT Forsyth & Company
Florida
– -$239K -955 Closed
RF
1055
Rollins Financial
Georgia
– -$239K -955 Closed
VF
1056
Vista Finance
Missouri
– -$239K -954 Closed
FNWM
1057
Financial Network Wealth Management
Utah
– -$238K -951 Closed
TCM
1058
TD Capital Management
Tennessee
– -$235K -938 Closed
NB
1059
NBT Bank
New York
– -$234K -935 Closed
PCM
1060
Pointe Capital Management
Michigan
– -$233K -930 Closed
WTB
1061
Washington Trust Bank
Washington
– -$232K -925 Closed
IP
1062
Isthmus Partners
Wisconsin
– -$230K -920 Closed
PWP
1063
Principle Wealth Partners
Connecticut
– -$230K -919 Closed
AWP
1064
Accretive Wealth Partners
New Jersey
– -$229K -916 Closed
KWMG
1065
King Wealth Management Group
Florida
– -$229K -915 Closed
VCM
1066
Vivaldi Capital Management
Illinois
– -$202K -915 Closed
AMCA
1067
Arthur M. Cohen & Associates
Illinois
– -$229K -914 Closed
BA
1068
Bridgewater Advisors
New York
– -$226K -905 Closed
HCM
1069
Howland Capital Management
Massachusetts
– -$226K -905 Closed
VFIC
1070
Valley Forge Investment Consultants
Pennsylvania
– -$225K -900 Closed
EFS
1071
Essex Financial Services
Connecticut
– -$221K -882 Closed
PBF
1072
Petix & Botte Financial
California
– -$221K -882 Closed
TNA
1073
True North Advisors
Texas
– -$219K -876 Closed
BFO
1074
Boston Family Office
Massachusetts
– -$219K -875 Closed
TF
1075
Trek Financial
Arizona
– -$217K -869 Closed
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