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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
476
TrinityPoint Wealth
Connecticut
$713K +$682K +3,994 New
PP
477
Pegasus Partners
Wisconsin
$709K +$28.5K +167 +4%
PPA
478
Parametric Portfolio Associates
Washington
$708K -$28.5M -166,964 -98%
BPA
479
Beacon Pointe Advisors
California
$702K +$31.4K +184 +5%
EI
480
Ellevest Inc
New York
$701K +$82.3K +482 +14%
BCM
481
Brookstone Capital Management
Illinois
$700K +$274K +1,606 +69%
AWC
482
Abundance Wealth Counselors
Pennsylvania
$699K – – –
PWMG
483
Prestige Wealth Management Group
New Jersey
$697K -$20.6K -121 -3%
WA
484
Waverly Advisors
Alabama
$697K +$46.2K +271 +8%
VCM
485
Vision Capital Management
Oregon
$693K -$10.2K -60 -2%
PP
486
Palladium Partners
Virginia
$690K – – –
SFA
487
Sequoia Financial Advisors
Ohio
$680K +$180K +1,055 +38%
ATC
488
Argent Trust Co
Tennessee
$676K -$63.8K -374 -9%
RP
489
Riverbridge Partners
Minnesota
$673K – – –
FM
490
Forward Management
California
$666K +$637K +3,731 New
NFG
491
Next Financial Group
Texas
$664K +$114K +666 +22%
MWM
492
Mission Wealth Management
California
$661K +$202K +1,181 +47%
SVWAG
493
Sound View Wealth Advisors Group
Georgia
$651K -$80.7K -473 -11%
LWM
494
Lenox Wealth Management
Ohio
$644K – – –
RPGK
495
Retirement Planning Group (Kansas)
Kansas
$642K -$512 -3 -0.1%
OC
496
Oppenheimer & Co
New York
$640K -$4.95K -29 -0.8%
TFS
497
TrustCore Financial Services
Tennessee
$636K -$4.44K -26 -0.7%
LHC
498
Little House Capital
Massachusetts
$632K -$1.71K -10 -0.3%
PAM
499
Panagora Asset Management
Massachusetts
$632K +$604K +3,541 New
KTC
500
Kistler-Tiffany Companies
Pennsylvania
$629K +$123K +719 +26%
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