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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
1051
Stone Summit Wealth
Florida
$234K – – –
TPWM
1052
Twelve Points Wealth Management
Massachusetts
$233K -$38.2K -133 -15%
PWM
1053
Penobscot Wealth Management
Maine
$232K -$1.15K -4 -0.5%
RWA
1054
Redhawk Wealth Advisors
Minnesota
$232K +$574 +2 +0.3%
RFA
1055
Rollins Financial Advisors
New York
$232K – – –
PWMG
1056
Prestige Wealth Management Group
New Jersey
$232K -$13.8K -48 -6%
3F
1057
360 Financial
Minnesota
$231K – – –
DA
1058
Detalus Advisors
Missouri
$230K +$222K +774 New
FDS
1059
Freedom Day Solutions
Texas
$229K -$15.8K -55 -7%
FC
1060
Forte Capital
New York
$229K – – –
EWA
1061
Evolution Wealth Advisors
Florida
$229K – – –
BRM
1062
Boston Research & Management
Massachusetts
$228K – – –
HFP
1063
Holistic Financial Partners
Indiana
$226K – – –
PCA
1064
Pallas Capital Advisors
Massachusetts
$226K -$2.3K -8 -1%
CWM
1065
Cherrydale Wealth Management
New Jersey
$225K +$574 +2 +0.3%
WTB
1066
Washington Trust Bank
Washington
$224K – – –
PIA
1067
Perennial Investment Advisors
California
$223K -$4.31K -15 -2%
AUB
1068
Atlantic Union Bankshares
Virginia
$223K -$1.15K -4 -0.5%
TNA
1069
True North Advisors
Texas
$223K -$10.3K -36 -5%
HCM
1070
Howland Capital Management
Massachusetts
$220K -$33.9K -118 -14%
9WM
1071
9258 Wealth Management
Ohio
$220K +$4.88K +17 +2%
AIM
1072
Athena Investment Management
California
$219K – – –
FTWA
1073
Fifth Third Wealth Advisors
Ohio
$218K +$4.59K +16 +2%
MLIC
1074
Mandatum Life Insurance Company
Finland
$218K – – –
AWAG
1075
ARS Wealth Advisors Group
Florida
$217K -$21K -73 -9%
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