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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
426
Whitnell & Co
Illinois
$724K – – –
FCH
427
Freestone Capital Holdings
Washington
$705K – – –
S
428
SignatureFD
Georgia
$703K – – –
FBFS
429
First Business Financial Services
Wisconsin
$695K – – –
SFP
430
Shepherd Financial Partners
Massachusetts
$695K – – –
VBFG
431
Vishria Bird Financial Group
Tennessee
$688K – – –
ATC
432
Argent Trust Co
Tennessee
$685K -$210K -1,282 -24%
SVWAG
433
Sound View Wealth Advisors Group
Georgia
$679K -$27.9K -170 -4%
FCFC
434
First Commonwealth Financial Corp
Pennsylvania
$677K – – –
FNT
435
First National Trust
Pennsylvania
$666K – – –
PWMG
436
Prestige Wealth Management Group
New Jersey
$663K -$18.9K -115 -3%
LIM
437
Leavell Investment Management
Alabama
$658K – – –
BFS
438
Bradley Foster & Sargent
Connecticut
$655K – – –
VCM
439
Vision Capital Management
Oregon
$649K – – –
AWC
440
Abundance Wealth Counselors
Pennsylvania
$645K – – –
BCP
441
Berkeley Capital Partners
Georgia
$642K -$16.4K -100 -3%
W
442
Wealthquest
Ohio
$640K +$19.9K +121 +3%
CAAS
443
Capital Asset Advisory Services
Michigan
$633K +$29.5K +180 +5%
PP
444
Pegasus Partners
Wisconsin
$626K -$961K -5,855 -61%
PP
445
Palladium Partners
Virginia
$626K – – –
RP
446
Riverbridge Partners
Minnesota
$620K – – –
BPA
447
Beacon Pointe Advisors
California
$616K +$17.9K +109 +3%
CMBA
448
C.M. Bidwell & Associates
Hawaii
$613K -$273K -1,665 -31%
RJT
449
Raymond James Trust
Florida
$612K +$212K +1,294 +53%
OC
450
Oppenheimer & Co
New York
$595K -$20.5K -125 -3%
16 17
18
19 20