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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1051
LVW Advisors
New York
$421K – – –
AIM
1052
Avity Investment Management
Connecticut
$416K -$611K -1,650 -60%
MWP
1053
Meridian Wealth Partners
Pennsylvania
$415K – – –
MAS
1054
MPWM Advisory Solutions
Georgia
$414K – – –
VVP
1055
Venture Visionary Partners
Ohio
$413K -$5.56K -15 -1%
AIM
1056
Anchor Investment Management
South Carolina
$412K +$370 +1 +0.1%
CTWM
1057
Cherry Tree Wealth Management
Minnesota
$412K – – –
BEAM
1058
Baker Ellis Asset Management
Washington
$411K – – –
FFA
1059
Founders Financial Alliance
North Carolina
$411K -$25.6K -69 -6%
SW
1060
SkyOak Wealth
Michigan
$410K -$20.4K -55 -5%
AFAS
1061
Acorn Financial Advisory Services
Virginia
$406K +$125K +337 +45%
WTB
1062
Washington Trust Bank
Washington
$404K – – –
BF
1063
Baring Financial
Washington
$404K – – –
DA
1064
Drake & Associates
Wisconsin
$403K – – –
AAM
1065
Aureus Asset Management
Massachusetts
$403K – – –
XPN
1066
XY Planning Network
Montana
$401K +$123K +331 +45%
TF
1067
Trek Financial
Arizona
$400K +$397K +1,071 New
CCFCSB
1068
Cape Cod Five Cents Savings Bank
Massachusetts
$400K – – –
FFG
1069
Fortress Financial Group
Minnesota
$399K +$2.22K +6 +0.6%
HI
1070
Harbour Investments
Wisconsin
$399K +$183K +495 +86%
CAM
1071
Clark Asset Management
New Hampshire
$398K -$25.9K -70 -6%
WAM
1072
Wernau Asset Management
Massachusetts
$396K – – –
MWP
1073
Madison Wealth Partners
Wisconsin
$395K – – –
IAG
1074
Investmark Advisory Group
Connecticut
$393K -$741 -2 -0.2%
IP
1075
Ignite Planners
California
$392K +$384K +1,036 New
41 42
43
44 45