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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1101
Arete Wealth Advisors
Illinois
$302K -$352 -1 -0.1%
BHWM
1102
Bar Harbor Wealth Management
New Hampshire
$300K – – –
GWM
1103
Greenhouse Wealth Management
Connecticut
$300K -$2.47K -7 -0.8%
AWM
1104
Abound Wealth Management
Tennessee
$298K -$1.06K -3 -0.4%
OWA
1105
Oak Wealth Advisors
Illinois
$298K – – –
BWA
1106
BlueChip Wealth Advisors
Georgia
$297K – – –
AIM
1107
Advyzon Investment Management
Illinois
$296K +$286K +811 New
KFA
1108
Kapstone Financial Advisors
Ohio
$296K +$38.7K +110 +16%
KFS
1109
Kelly Financial Services
Massachusetts
$295K -$33.8K -96 -11%
BHWA
1110
Beacon Harbor Wealth Advisors
Virginia
$295K – – –
HCM
1111
Hutchinson Capital Management
California
$295K – – –
AA
1112
Alesco Advisors
New York
$293K -$29.6K -84 -9%
IIA
1113
IPG Investment Advisors
California
$292K -$26.4K -75 -9%
BCP
1114
Berkeley Capital Partners
Georgia
$292K -$63.4K -180 -18%
ISB
1115
Iowa State Bank
Iowa
$292K – – –
MWM
1116
Melfa Wealth Management
Massachusetts
$292K – – –
NL
1117
NWAM LLC
Washington
$292K -$352 -1 -0.1%
FA
1118
Faithward Advisors
Pennsylvania
$292K +$704 +2 +0.3%
IP
1119
Isthmus Partners
Wisconsin
$291K – – –
BIG
1120
Builder Investment Group
Georgia
$290K – – –
MA
1121
Marquette Associates
Illinois
$289K – – –
SSW
1122
Stone Summit Wealth
Florida
$288K – – –
MW
1123
MBL Wealth
North Carolina
$288K – – –
OCPWS
1124
One Charles Private Wealth Services
Massachusetts
$286K -$8.81K -25 -3%
NS
1125
NBC Securities
Alabama
$286K – – –
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