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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1076
Boston Family Office
Massachusetts
– -$219K -875 Closed
TF
1077
Trek Financial
Arizona
– -$217K -869 Closed
SRC
1078
Sage Rhino Capital
California
– -$217K -868 Closed
KWM
1079
Kingsview Wealth Management
Oregon
– -$217K -867 Closed
SI
1080
Scharf Investments
California
– -$217K -867 Closed
HFP
1081
Holistic Financial Partners
Indiana
– -$215K -859 Closed
CDH
1082
Charles D. Hyman
– -$215K -858 Closed
6F
1083
626 Financial
Michigan
– -$212K -848 Closed
LA
1084
LVW Advisors
New York
– -$212K -846 Closed
JC
1085
JB Capital
Connecticut
– -$211K -844 Closed
OCM
1086
One Capital Management
California
– -$210K -841 Closed
GC
1087
Grimes & Company
Massachusetts
– -$210K -839 Closed
FFG
1088
Fortem Financial Group
California
– -$209K -837 Closed
HIM
1089
Hotaling Investment Management
Pennsylvania
– -$209K -837 Closed
ECM
1090
Evergreen Capital Management
Washington
– -$208K -830 Closed
EWA
1091
Evolution Wealth Advisors
Florida
– -$207K -829 Closed
UBV
1092
United Bank (Virginia)
Virginia
– -$206K -825 Closed
BHTS
1093
Bar Harbor Trust Services
Maine
– -$206K -822 Closed
SS
1094
Sunbelt Securities
Texas
– -$209K -822 Closed
FANJ
1095
Financial Architects (New Jersey)
New Jersey
– -$204K -815 Closed
FDS
1096
Freedom Day Solutions
Texas
– -$203K -813 Closed
SIA
1097
Soltis Investment Advisors
Utah
– -$203K -811 Closed
SWA
1098
ShankerValleau Wealth Advisors
Illinois
– -$203K -810 Closed
SAM
1099
Synergy Asset Management
Washington
– -$202K -809 Closed
ISB
1100
Iowa State Bank
Iowa
– -$200K -800 Closed
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