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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
1051
Boston Research & Management
Massachusetts
$221K – – –
PWM
1052
Penobscot Wealth Management
Maine
$221K +$211K +769 New
LFG
1053
Larson Financial Group
Missouri
$221K +$274 +1 +0.1%
PIA
1054
Perennial Investment Advisors
California
$220K +$210K +765 New
HFP
1055
Holistic Financial Partners
Indiana
$219K +$208K +760 New
WC
1056
Waterloo Capital
Texas
$218K -$4.47M -16,292 -96%
PCA
1057
Pallas Capital Advisors
Massachusetts
$217K -$29.1K -106 -12%
AUB
1058
Atlantic Union Bankshares
Virginia
$217K +$207K +754 New
WTB
1059
Washington Trust Bank
Washington
$217K +$207K +754 New
CWM
1060
Cherrydale Wealth Management
New Jersey
$217K +$207K +754 New
BDF
1061
Black Diamond Financial
Maryland
$216K – – –
PTC
1062
Private Trust Company
Ohio
$215K – – –
AIM
1063
Athena Investment Management
California
$212K +$201K +734 New
MLIC
1064
Mandatum Life Insurance Company
Finland
$211K +$200K +731 New
PCS
1065
Personal CFO Solutions
New Jersey
$210K -$203K -740 -50%
PTC
1066
Philadelphia Trust Company
Pennsylvania
$210K +$200K +728 New
BFO
1067
Boston Family Office
Massachusetts
$209K +$199K +725 New
9WM
1068
9258 Wealth Management
Ohio
$208K +$198K +723 New
HP
1069
Holistic Planning
Texas
$208K +$198K +723 New
LA
1070
LexAurum Advisors
Kansas
$208K +$198K +723 New
WE
1071
Wealth Effects
Massachusetts
$208K +$198K +723 New
MAA
1072
Matrix Asset Advisors
New York
$208K +$198K +721 New
FTWA
1073
Fifth Third Wealth Advisors
Ohio
$207K +$197K +717 New
CCP
1074
Carmel Capital Partners
California
$206K +$197K +717 New
AWM
1075
Adams Wealth Management
Utah
$205K +$195K +712 New
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