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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
476
Stratos Wealth Advisors
Ohio
$2.73M -$49.6K -134 -2%
LFS
477
Lutz Financial Services
Nebraska
$2.73M +$2.71M +7,304 New
CWP
478
CFM Wealth Partners
Texas
$2.72M +$19.3K +52 +0.7%
DWT
479
Dorsey & Whitney Trust
South Dakota
$2.72M +$225K +608 +9%
KA
480
Kovack Advisors
Florida
$2.71M -$84.8K -229 -3%
BAMG
481
Brand Asset Management Group
Missouri
$2.7M -$24.8K -67 -0.9%
CWM
482
Castle Wealth Management
Florida
$2.7M -$11.1K -30 -0.4%
SFG
483
Sage Financial Group
Pennsylvania
$2.68M – – –
DWM
484
DWR Wealth Management
California
$2.68M +$2.64M +7,117 New
OWA
485
One Wealth Advisors
California
$2.67M +$184K +498 +7%
MFA
486
Mayflower Financial Advisors
Massachusetts
$2.65M +$143K +385 +6%
GAM
487
Gemmer Asset Management
California
$2.65M – – –
HIP
488
HUB Investment Partners
Texas
$2.63M -$108K -291 -4%
GFP
489
Gryphon Financial Partners
Ohio
$2.61M -$57.4K -155 -2%
ZIC
490
ZWJ Investment Counsel
Georgia
$2.61M – – –
FWMP
491
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.61M – – –
JIR
492
James Investment Research
Ohio
$2.57M -$168K -454 -6%
OFS
493
Orrstown Financial Services
Pennsylvania
$2.56M – – –
NAM
494
NorthCrest Asset Manangement
Minnesota
$2.56M +$18.9K +51 +0.8%
MW
495
Members Wealth
Pennsylvania
$2.55M +$231K +625 +10%
JIC
496
Joel Isaacson & Co
New York
$2.55M -$123K -333 -5%
NFG
497
Nadler Financial Group
Illinois
$2.54M -$194K -525 -7%
CWM
498
Connecticut Wealth Management
Connecticut
$2.54M +$370 +1 +0%
MFS
499
McNamara Financial Services
Massachusetts
$2.54M -$197K -533 -7%
FFM
500
Forum Financial Management
Illinois
$2.53M +$24.4K +66 +1%
18 19
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