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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
1101
M&R Capital Management
New Jersey
$165K – – –
HF
1102
Halpern Financial
Virginia
$164K – – –
LCM
1103
Logan Capital Management
Pennsylvania
$158K – – –
BCM
1104
Blume Capital Management
California
$158K – – –
EWA
1105
EverSource Wealth Advisors
Alabama
$157K -$36.7K -134 -19%
NCM
1106
Northwest Capital Management
Oregon
$157K +$274 +1 +0.2%
TCOV
1107
Trust Company of Vermont
Vermont
$152K +$145K +529 New
AIM
1108
Arcadia Investment Management
Michigan
$151K – – –
CSB
1109
City State Bank
Iowa
$151K – – –
LF
1110
LifeSteps Financial
California
$150K +$143K +520 New
TCA
1111
Trifecta Capital Advisors
Illinois
$144K – – –
RIL
1112
Rothschild Investment LLC
Illinois
$141K -$20.6K -75 -13%
GAA
1113
Global Assets Advisory
Florida
$139K +$133K +485 New
IGWM
1114
ICA Group Wealth Management
Colorado
$138K – – –
CMA
1115
Cedar Mountain Advisors
Oregon
$137K – – –
MA
1116
Marquette Associates
Illinois
$136K – – –
SC
1117
SouthState Corp
Florida
$128K – – –
BSWA
1118
Bromfield Sneider Wealth Advisors
Massachusetts
$127K +$548 +2 +0.5%
PPWM
1119
PFG Private Wealth Management
Florida
$125K – – –
WIM
1120
Westside Investment Management
California
$124K – – –
AA
1121
AlphaMark Advisors
Kentucky
$123K – – –
SL
1122
Salomon & Ludwin
Virginia
$122K -$26.6K -97 -19%
PA
1123
Pineridge Advisors
Missouri
$120K – – –
JPWM
1124
Jamison Private Wealth Management
Georgia
$118K +$112K +410 New
HI
1125
Harbour Investments
Wisconsin
$114K -$6.3K -23 -5%
43 44
45
46 47