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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
476
First Business Financial Services
Wisconsin
$725K – – –
FCI
477
Financial Counselors Inc
Kansas
$719K +$21.7K +134 +3%
VBFG
478
Vishria Bird Financial Group
Tennessee
$718K – – –
DC
479
Davenport & Co
Virginia
$702K -$43.4K -268 -6%
LFAS
480
Level Four Advisory Services
Texas
$702K +$662K +4,091 New
ECG
481
Edge Capital Group
Georgia
$697K -$17.6K -109 -3%
S
482
SignatureFD
Georgia
$692K -$40.4K -250 -6%
TFCP
483
Twin Focus Capital Partners
Massachusetts
$689K -$485K -3,000 -43%
LIM
484
Leavell Investment Management
Alabama
$687K – – –
SFP
485
Shepherd Financial Partners
Massachusetts
$681K -$8.74K -54 -1%
CPA
486
Capital Planning Advisors
California
$680K – – –
FNT
487
First National Trust
Pennsylvania
$678K -$16.2K -100 -2%
MOS
488
MGO One Seven
Ohio
$671K +$159K +980 +33%
W
489
Wealthquest
Ohio
$666K +$628K +3,882 New
PP
490
Palladium Partners
Virginia
$664K – – –
CWC
491
Carolinas Wealth Consulting
North Carolina
$663K +$3.72K +23 +0.6%
ATC
492
Argent Trust Co
Tennessee
$663K +$56.5K +349 +10%
PWPS
493
Pinnacle Wealth Planning Services
Ohio
$652K -$4.16M -25,731 -87%
BCP
494
Berkeley Capital Partners
Georgia
$652K – – –
CC
495
Callan Capital
California
$650K -$25.1M -155,377 -98%
HCC
496
Hirtle Callaghan & Co
Pennsylvania
$632K +$596K +3,681 New
ASW
497
Astoria Strategic Wealth
Texas
$629K – – –
RG
498
Rathbones Group
United Kingdom
$623K +$34.5K +213 +6%
MA
499
MONECO Advisors
Connecticut
$618K +$1.78K +11 +0.3%
RP
500
Riverbridge Partners
Minnesota
$615K -$19.6K -121 -3%
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