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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPFA
1226
Summit Place Financial Advisors
New Jersey
$243K – – –
FCM
1227
Fortis Capital Management
Washington
$242K -$745 -2 -0.3%
NEPPG
1228
New England Professional Planning Group
Rhode Island
$242K – – –
CLIP
1229
Colter Lewis Investment Partners
Connecticut
$241K – – –
RBWA
1230
RFG - Bristol Wealth Advisors
Massachusetts
$241K +$373 +1 +0.1%
TWM
1231
Thrive Wealth Management
Pennsylvania
$241K -$82.7K -222 -25%
QIM
1232
Quest Investment Management
Oregon
$241K +$27.9K +75 +13%
JFA
1233
JNBA Financial Advisors
Minnesota
$240K – – –
IWM
1234
Iams Wealth Management
Nebraska
$240K -$5.59K -15 -2%
BIA
1235
Bigelow Investment Advisors
Maine
$239K – – –
SVCP
1236
Silicon Valley Capital Partners
California
$239K +$745 +2 +0.3%
RWP
1237
Revolve Wealth Partners
New Jersey
$236K -$1.86K -5 -0.7%
BDFN
1238
Bond & Devick Financial Network
Minnesota
$236K – – –
LA
1239
LexAurum Advisors
Kansas
$236K +$247K +662 New
LAS
1240
LWM Advisory Services
Florida
$235K -$609K -1,635 -71%
TW
1241
Tempo Wealth
Ohio
$235K +$373 +1 +0.2%
PBF
1242
Petix & Botte Financial
California
$235K -$123K -329 -50%
BOSSRA
1243
B.O.S.S. Retirement Advisors
Utah
$234K +$13.8K +37 +6%
HCM
1244
Howard Capital Management
Georgia
$234K +$1.49K +4 +0.6%
AFC
1245
Avise Financial Cooperative
California
$234K +$244K +655 New
MYIA
1246
Mount Yale Investment Advisors
Colorado
$233K +$373 +1 +0.2%
AWM
1247
Affinity Wealth Management
Delaware
$232K -$4.84K -13 -2%
IIA
1248
Integral Investment Advisors
California
$232K – – –
PK
1249
Pflug Koory
Nebraska
$232K – – –
TAM
1250
Tucker Asset Management
Colorado
$232K +$373 +1 +0.2%
48 49
50
51 52