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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1201
Highview Capital Management
Illinois
$311K – – –
HFP
1202
Holistic Financial Partners
Indiana
$311K – – –
MFA
1203
Millington Financial Advisors
Illinois
$311K – – –
PAM
1204
Pacific Asset Management
Washington
$310K +$793 +2 +0.3%
KPWM
1205
KDK Private Wealth Management
Texas
$309K – – –
UIM
1206
Unified Investment Management
Georgia
$308K -$47.6K -120 -14%
AA
1207
Alesco Advisors
New York
$308K -$19.8K -50 -6%
HA
1208
Hegarty Advisors
New York
$307K – – –
FCFC
1209
First Commonwealth Financial Corp
Pennsylvania
$306K – – –
MTIC
1210
Missouri Trust & Investment Company
Missouri
$306K – – –
EFG
1211
Everhart Financial Group
Ohio
$306K +$5.55K +14 +2%
KAS
1212
Kemnay Advisory Services
New York
$304K +$36.9K +93 +14%
TW
1213
TritonPoint Wealth
Maryland
$303K +$57.5K +145 +24%
PCMF
1214
Private Capital Management (Florida)
Florida
$302K +$11.5K +29 +4%
BPC
1215
Bearing Point Capital
Minnesota
$299K – – –
W
1216
WealthCollab
Washington
$299K – – –
MIM
1217
MTM Investment Management
South Carolina
$298K +$793 +2 +0.3%
JSA
1218
Jacobson & Schmitt Advisors
Wisconsin
$298K – – –
RWM
1219
Rialto Wealth Management
New York
$298K – – –
RWA
1220
Redhawk Wealth Advisors
Minnesota
$297K +$396 +1 +0.1%
TC
1221
TFR Capital
Texas
$297K – – –
WDG
1222
Wealth Dimensions Group
Ohio
$296K – – –
WE
1223
Wealth Effects
Massachusetts
$296K – – –
RE
1224
Rydar Equities
Texas
$296K +$793 +2 +0.3%
SWM
1225
SHP Wealth Management
Massachusetts
$295K -$43.6K -110 -13%
47 48
49
50 51