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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWA
1176
Beacon Harbor Wealth Advisors
Virginia
$301K – – –
BHFP
1177
Blom & Howell Financial Planning
California
$301K +$299K +807 New
HCM
1178
Hutchinson Capital Management
California
$301K – – –
FA
1179
Faithward Advisors
Pennsylvania
$299K +$741 +2 +0.3%
AA
1180
Alesco Advisors
New York
$299K – – –
ISB
1181
Iowa State Bank
Iowa
$299K – – –
MWM
1182
Melfa Wealth Management
Massachusetts
$299K – – –
LTAS
1183
Linden Thomas Advisory Services
North Carolina
$297K +$295K +796 New
IP
1184
Isthmus Partners
Wisconsin
$297K – – –
BIG
1185
Builder Investment Group
Georgia
$296K – – –
SSW
1186
Stone Summit Wealth
Florida
$294K – – –
MW
1187
MBL Wealth
North Carolina
$294K – – –
FOR
1188
Family Office Research
Maryland
$292K +$370 +1 +0.1%
IIA
1189
IPG Investment Advisors
California
$291K -$7.41K -20 -3%
HFS
1190
Hantz Financial Services
Michigan
$291K +$190K +512 +192%
TPWA
1191
Twin Peaks Wealth Advisors
California
$291K +$41.1K +111 +17%
MFA
1192
Millington Financial Advisors
Illinois
$289K – – –
CAS
1193
Coppell Advisory Solutions
Texas
$287K – – –
BRM
1194
Boston Research & Management
Massachusetts
$286K – – –
LAM
1195
Lewis Asset Management
California
$285K +$370 +1 +0.1%
OA
1196
Operose Advisors
Wisconsin
$285K -$356K -960 -56%
WCP
1197
Wealthcare Capital Partners
Pennsylvania
$285K -$741 -2 -0.3%
SPC
1198
Sigma Planning Corp
Michigan
$285K +$5.19K +14 +2%
HFP
1199
Holistic Financial Partners
Indiana
$284K – – –
HCM
1200
Highview Capital Management
Illinois
$284K – – –
46 47
48
49 50