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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
476
Edge Capital Group
Georgia
$590K +$338 +2 +0%
FCI
477
Financial Counselors Inc
Kansas
$573K -$422K -2,498 -38%
FNT
478
First National Trust
Pennsylvania
$573K – – –
RJT
479
Raymond James Trust
Florida
$572K -$24.7K -146 -3%
PFG
480
Pacific Financial Group
Washington
$572K – – –
SFP
481
Shepherd Financial Partners
Massachusetts
$569K -$33.8K -200 -5%
LIM
482
Leavell Investment Management
Alabama
$566K – – –
CPA
483
Capital Planning Advisors
California
$561K -$14K -83 -2%
MAM
484
Madison Asset Management
Wisconsin
$553K +$466K +2,757 +239%
PWMG
485
Prestige Wealth Management Group
New Jersey
$552K -$1.69K -10 -0.3%
VCM
486
Vision Capital Management
Oregon
$550K – – –
PP
487
Palladium Partners
Virginia
$548K – – –
CWC
488
Carolinas Wealth Consulting
North Carolina
$543K +$234K +1,387 +57%
BCP
489
Berkeley Capital Partners
Georgia
$538K -$72.7K -430 -10%
MWM
490
Mission Wealth Management
California
$537K +$14.9K +88 +2%
RP
491
Riverbridge Partners
Minnesota
$524K -$11.7K -69 -2%
SVWAG
492
Sound View Wealth Advisors Group
Georgia
$521K +$5.58K +33 +0.9%
BAS
493
Brown Advisory Securities
Maryland
$510K -$263K -1,557 -31%
LWM
494
Lenox Wealth Management
Ohio
$510K – – –
RPGK
495
Retirement Planning Group (Kansas)
Kansas
$510K +$338 +2 +0.1%
MA
496
MONECO Advisors
Connecticut
$508K -$187K -1,109 -24%
ASW
497
Astoria Strategic Wealth
Texas
$508K -$89.8K -531 -13%
ATC
498
Argent Trust Co
Tennessee
$497K -$47.2K -279 -7%
TFS
499
TrustCore Financial Services
Tennessee
$497K -$8.96K -53 -1%
COF
500
Capital One Financial
Virginia
$497K +$594K +3,513 New
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