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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
QIM
1126
Quest Investment Management
Oregon
$286K +$20.1K +57 +8%
FOR
1127
Family Office Research
Maryland
$283K +$352 +1 +0.1%
BRM
1128
Boston Research & Management
Massachusetts
$280K – – –
WCP
1129
Wealthcare Capital Partners
Pennsylvania
$280K -$17.6K -50 -6%
LAM
1130
Lewis Asset Management
California
$279K +$352 +1 +0.1%
CAS
1131
Coppell Advisory Solutions
Texas
$278K +$269K +764 New
MFA
1132
Millington Financial Advisors
Illinois
$278K +$40.2K +114 +18%
HCM
1133
Highview Capital Management
Illinois
$278K – – –
HFP
1134
Holistic Financial Partners
Indiana
$278K – – –
SAG
1135
SageView Advisory Group
California
$277K – – –
QC
1136
Quent Capital
New York
$276K +$266K +756 New
PAM
1137
Pacific Asset Management
Washington
$276K +$266K +755 New
RWM
1138
Rialto Wealth Management
New York
$276K – – –
KPWM
1139
KDK Private Wealth Management
Texas
$275K – – –
MAA
1140
Matrix Asset Advisors
New York
$275K +$10.2K +29 +4%
GFG
1141
Goldstone Financial Group
Illinois
$274K – – –
MTIC
1142
Missouri Trust & Investment Company
Missouri
$274K – – –
AFAS
1143
Acorn Financial Advisory Services
Virginia
$274K – – –
SPC
1144
Sigma Planning Corp
Michigan
$274K +$15.8K +45 +6%
FCFC
1145
First Commonwealth Financial Corp
Pennsylvania
$273K – – –
BWP
1146
Balboa Wealth Partners
Arizona
$272K – – –
PCA
1147
Purkiss Capital Advisors
Connecticut
$268K -$4.93K -14 -2%
RWA
1148
Redhawk Wealth Advisors
Minnesota
$267K -$6.69K -19 -3%
W
1149
WealthCollab
Washington
$267K – – –
BPC
1150
Bearing Point Capital
Minnesota
$267K – – –
44 45
46
47 48