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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
476
Adero Partners
California
$1.11M -$10.3K -47 -0.9%
WJA
477
Willis Johnson & Associates
Texas
$1.1M +$17.5K +80 +1%
FBFS
478
First Business Financial Services
Wisconsin
$1.1M -$17.5K -80 -1%
SHJ
479
Sharkey, Howes & Javer
Colorado
$1.08M – – –
NW
480
NewEdge Wealth
Pennsylvania
$1.08M +$1.2M +5,477 New
MFA
481
Mayflower Financial Advisors
Massachusetts
$1.07M -$92.8K -423 -7%
IWM
482
IHT Wealth Management
Illinois
$1.07M +$228K +1,040 +24%
ZF
483
Zhang Financial
Michigan
$1.07M – – –
TIA
484
Tiemann Investment Advisors
California
$1.06M – – –
SI
485
Scharf Investments
California
$1.05M +$1.16M +5,305 New
PG
486
Patten Group
Tennessee
$1.04M -$6.58K -30 -0.6%
HWMA
487
Heritage Wealth Management (Arizona)
Arizona
$1.03M +$1.13M +5,169 +7,179%
NCM
488
Next Capital Management
New York
$1.02M – – –
EVM
489
Eaton Vance Management
Massachusetts
$1.02M – – –
CS
490
Credit Suisse
Switzerland
$1.02M +$219 +1 +0%
NCM
491
Neumann Capital Management
California
$1.01M +$10.3K +47 +0.9%
RC
492
RegentAtlantic Capital
New Jersey
$1.01M -$77.2K -352 -6%
IWA
493
Intercontinental Wealth Advisors
Texas
$1.01M +$10.3K +47 +0.9%
FWM
494
Fairhaven Wealth Management
Illinois
$1M +$16.7K +76 +2%
VCM
495
Vision Capital Management
Oregon
$1M – – –
TW
496
TrinityPoint Wealth
Connecticut
$999K +$1.11M +5,065 New
RJT
497
Raymond James Trust
Florida
$989K +$251K +1,143 +30%
CAM
498
Chandler Asset Management
California
$987K – – –
NME
499
Notis-McConarty Edward
$986K -$150K -686 -12%
BCA
500
Bay Colony Advisors
Massachusetts
$977K -$310K -1,414 -22%
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