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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1051
Hutchinson Capital Management
California
$253K – – –
ASC
1052
Atalanta Sosnoff Capital
New York
$253K +$243K +804 New
ISB
1053
Iowa State Bank
Iowa
$252K – – –
MWM
1054
Melfa Wealth Management
Massachusetts
$252K – – –
IP
1055
Isthmus Partners
Wisconsin
$250K – – –
BIG
1056
Builder Investment Group
Georgia
$249K – – –
SSW
1057
Stone Summit Wealth
Florida
$248K – – –
RCM
1058
RMR Capital Management
California
$248K +$239K +788 New
ISL
1059
Ingalls & Snyder LLC
New York
$247K +$28.2K +93 +13%
LAM
1060
Lewis Asset Management
California
$246K +$237K +784 New
TPWM
1061
Twelve Points Wealth Management
Massachusetts
$246K – – –
MW
1062
MBL Wealth
North Carolina
$246K -$2.73K -9 -1%
WA
1063
WestEnd Advisors
North Carolina
$246K +$55.4K +183 +31%
RFA
1064
Rollins Financial Advisors
New York
$245K – – –
PWMG
1065
Prestige Wealth Management Group
New Jersey
$245K – – –
EWM
1066
EPG Wealth Management
Georgia
$245K +$236K +779 New
3F
1067
360 Financial
Minnesota
$244K – – –
RWA
1068
Redhawk Wealth Advisors
Minnesota
$243K -$2.42K -8 -1%
BRM
1069
Boston Research & Management
Massachusetts
$241K – – –
HFP
1070
Holistic Financial Partners
Indiana
$239K – – –
CWM
1071
Cherrydale Wealth Management
New Jersey
$238K +$606 +2 +0.3%
FW
1072
FullCircle Wealth
Texas
$238K +$15.4K +51 +7%
PCA
1073
Pallas Capital Advisors
Massachusetts
$237K – – –
WTB
1074
Washington Trust Bank
Washington
$237K – – –
FCM
1075
Fortis Capital Management
Washington
$237K -$11.5K -38 -5%
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43
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