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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1176
Melfa Wealth Management
Massachusetts
$328K – – –
RG
1177
Rathbones Group
United Kingdom
$326K +$1.58K +4 +0.5%
IP
1178
Isthmus Partners
Wisconsin
$326K – – –
SF
1179
Schuylkill Financial
Pennsylvania
$325K +$314K +793 New
SP
1180
SmartHarvest Portfolios
Washington
$325K -$11.9K -30 -4%
BIG
1181
Builder Investment Group
Georgia
$325K – – –
CA
1182
Calton & Associates
Florida
$323K -$19.8K -50 -6%
SSW
1183
Stone Summit Wealth
Florida
$323K – – –
AFWM
1184
AMJ Financial Wealth Management
Virginia
$322K – – –
IIA
1185
IPG Investment Advisors
California
$320K – – –
FA
1186
Faithward Advisors
Pennsylvania
$320K +$396 +1 +0.1%
FOR
1187
Family Office Research
Maryland
$318K – – –
TWM
1188
Thrive Wealth Management
Pennsylvania
$317K +$39.6K +100 +15%
BRM
1189
Boston Research & Management
Massachusetts
$314K – – –
LAM
1190
Lewis Asset Management
California
$314K +$396 +1 +0.1%
BHFP
1191
Blom & Howell Financial Planning
California
$314K -$11.9K -30 -4%
IA
1192
IFG Advisory
Georgia
$313K +$303K +765 New
HCM
1193
Highview Capital Management
Illinois
$311K – – –
HFP
1194
Holistic Financial Partners
Indiana
$311K – – –
MFA
1195
Millington Financial Advisors
Illinois
$311K – – –
PAM
1196
Pacific Asset Management
Washington
$310K +$793 +2 +0.3%
KPWM
1197
KDK Private Wealth Management
Texas
$309K – – –
UIM
1198
Unified Investment Management
Georgia
$308K -$47.6K -120 -14%
AA
1199
Alesco Advisors
New York
$308K -$19.8K -50 -6%
HA
1200
Hegarty Advisors
New York
$307K – – –
46 47
48
49 50