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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWA
1051
Beacon Harbor Wealth Advisors
Virginia
$254K – – –
NL
1052
NWAM LLC
Washington
$254K +$244K +806 New
HCM
1053
Hutchinson Capital Management
California
$253K – – –
ASC
1054
Atalanta Sosnoff Capital
New York
$253K +$243K +804 New
ISB
1055
Iowa State Bank
Iowa
$252K – – –
MWM
1056
Melfa Wealth Management
Massachusetts
$252K – – –
IP
1057
Isthmus Partners
Wisconsin
$250K – – –
BIG
1058
Builder Investment Group
Georgia
$249K – – –
SSW
1059
Stone Summit Wealth
Florida
$248K – – –
RCM
1060
RMR Capital Management
California
$248K +$239K +788 New
ISL
1061
Ingalls & Snyder LLC
New York
$247K +$28.2K +93 +13%
LAM
1062
Lewis Asset Management
California
$246K +$237K +784 New
TPWM
1063
Twelve Points Wealth Management
Massachusetts
$246K – – –
MW
1064
MBL Wealth
North Carolina
$246K -$2.73K -9 -1%
WA
1065
WestEnd Advisors
North Carolina
$246K +$55.4K +183 +31%
RFA
1066
Rollins Financial Advisors
New York
$245K – – –
PWMG
1067
Prestige Wealth Management Group
New Jersey
$245K – – –
EWM
1068
EPG Wealth Management
Georgia
$245K +$236K +779 New
3F
1069
360 Financial
Minnesota
$244K – – –
RWA
1070
Redhawk Wealth Advisors
Minnesota
$243K -$2.42K -8 -1%
BRM
1071
Boston Research & Management
Massachusetts
$241K – – –
HFP
1072
Holistic Financial Partners
Indiana
$239K – – –
CWM
1073
Cherrydale Wealth Management
New Jersey
$238K +$606 +2 +0.3%
FW
1074
FullCircle Wealth
Texas
$238K +$15.4K +51 +7%
PCA
1075
Pallas Capital Advisors
Massachusetts
$237K – – –
41 42
43
44 45