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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
1101
One Charles Private Wealth Services
Massachusetts
$248K – – –
BHWA
1102
Beacon Harbor Wealth Advisors
Virginia
$248K -$21K -65 -7%
HCM
1103
Hutchinson Capital Management
California
$247K – – –
AWA
1104
Amplius Wealth Advisors
Pennsylvania
$245K -$16.2K -50 -6%
ISB
1105
Iowa State Bank
Iowa
$245K – – –
MWM
1106
Melfa Wealth Management
Massachusetts
$245K – – –
IP
1107
Isthmus Partners
Wisconsin
$244K – – –
BIG
1108
Builder Investment Group
Georgia
$243K – – –
MA
1109
Marquette Associates
Illinois
$243K +$152K +471 +147%
SSW
1110
Stone Summit Wealth
Florida
$242K – – –
ISL
1111
Ingalls & Snyder LLC
New York
$241K – – –
NEPPG
1112
New England Professional Planning Group
Rhode Island
$239K – – –
PCS
1113
Personal CFO Solutions
New Jersey
$238K +$251K +775 New
FOR
1114
Family Office Research
Maryland
$237K +$323 +1 +0.1%
SAG
1115
SageView Advisory Group
California
$236K +$14.9K +46 +6%
LCG
1116
Lakeshore Capital Group
Illinois
$235K – – –
PCA
1117
Pallas Capital Advisors
Massachusetts
$235K +$10.3K +32 +4%
BRM
1118
Boston Research & Management
Massachusetts
$235K – – –
LAM
1119
Lewis Asset Management
California
$233K -$7.76K -24 -3%
RWA
1120
Redhawk Wealth Advisors
Minnesota
$233K -$4.53K -14 -2%
HFP
1121
Holistic Financial Partners
Indiana
$233K – – –
HCM
1122
Highview Capital Management
Illinois
$233K -$163K -503 -40%
RWM
1123
Rialto Wealth Management
New York
$231K – – –
KPWM
1124
KDK Private Wealth Management
Texas
$231K – – –
AWA
1125
Alta Wealth Advisors
Massachusetts
$231K +$39.1K +121 +19%
43 44
45
46 47