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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1051
Howard Wealth Management
Connecticut
– -$295K -1,180 Closed
T
1052
TCWP
Ohio
– -$278K -1,115 Closed
VT
1053
Vise Technologies
New York
– -$267K -1,069 Closed
G
1054
GenTrust
Florida
– -$253K -1,012 Closed
FC
1055
Fulcrum Capital
Washington
– -$239K -957 Closed
AFC
1056
AFT Forsyth & Company
Florida
– -$239K -955 Closed
RF
1057
Rollins Financial
Georgia
– -$239K -955 Closed
VF
1058
Vista Finance
Missouri
– -$239K -954 Closed
FNWM
1059
Financial Network Wealth Management
Utah
– -$238K -951 Closed
TCM
1060
TD Capital Management
Tennessee
– -$235K -938 Closed
NB
1061
NBT Bank
New York
– -$234K -935 Closed
PCM
1062
Pointe Capital Management
Michigan
– -$233K -930 Closed
WTB
1063
Washington Trust Bank
Washington
– -$232K -925 Closed
IP
1064
Isthmus Partners
Wisconsin
– -$230K -920 Closed
PWP
1065
Principle Wealth Partners
Connecticut
– -$230K -919 Closed
AWP
1066
Accretive Wealth Partners
New Jersey
– -$229K -916 Closed
KWMG
1067
King Wealth Management Group
Florida
– -$229K -915 Closed
VCM
1068
Vivaldi Capital Management
Illinois
– -$202K -915 Closed
AMCA
1069
Arthur M. Cohen & Associates
Illinois
– -$229K -914 Closed
BA
1070
Bridgewater Advisors
New York
– -$226K -905 Closed
HCM
1071
Howland Capital Management
Massachusetts
– -$226K -905 Closed
VFIC
1072
Valley Forge Investment Consultants
Pennsylvania
– -$225K -900 Closed
EFS
1073
Essex Financial Services
Connecticut
– -$221K -882 Closed
PBF
1074
Petix & Botte Financial
California
– -$221K -882 Closed
TNA
1075
True North Advisors
Texas
– -$219K -876 Closed
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