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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1051
Larson Financial Group
Missouri
$221K +$274 +1 +0.1%
PIA
1052
Perennial Investment Advisors
California
$220K +$210K +765 New
HFP
1053
Holistic Financial Partners
Indiana
$219K +$208K +760 New
WC
1054
Waterloo Capital
Texas
$218K -$4.47M -16,292 -96%
PCA
1055
Pallas Capital Advisors
Massachusetts
$217K -$29.1K -106 -12%
AUB
1056
Atlantic Union Bankshares
Virginia
$217K +$207K +754 New
WTB
1057
Washington Trust Bank
Washington
$217K +$207K +754 New
CWM
1058
Cherrydale Wealth Management
New Jersey
$217K +$207K +754 New
BDF
1059
Black Diamond Financial
Maryland
$216K – – –
PTC
1060
Private Trust Company
Ohio
$215K – – –
AIM
1061
Athena Investment Management
California
$212K +$201K +734 New
MLIC
1062
Mandatum Life Insurance Company
Finland
$211K +$200K +731 New
PCS
1063
Personal CFO Solutions
New Jersey
$210K -$203K -740 -50%
PTC
1064
Philadelphia Trust Company
Pennsylvania
$210K +$200K +728 New
BFO
1065
Boston Family Office
Massachusetts
$209K +$199K +725 New
9WM
1066
9258 Wealth Management
Ohio
$208K +$198K +723 New
HP
1067
Holistic Planning
Texas
$208K +$198K +723 New
LA
1068
LexAurum Advisors
Kansas
$208K +$198K +723 New
WE
1069
Wealth Effects
Massachusetts
$208K +$198K +723 New
MAA
1070
Matrix Asset Advisors
New York
$208K +$198K +721 New
FTWA
1071
Fifth Third Wealth Advisors
Ohio
$207K +$197K +717 New
CCP
1072
Carmel Capital Partners
California
$206K +$197K +717 New
AWM
1073
Adams Wealth Management
Utah
$205K +$195K +712 New
UL
1074
Unionview LLC
Washington
$205K +$195K +710 New
CTC
1075
Central Trust Company
Missouri
$205K – – –
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