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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
501
Scharf Investments
California
$1.17M +$58.4K +276 +5%
FBFS
502
First Business Financial Services
Wisconsin
$1.17M – – –
IA
503
IFG Advisors
Missouri
$1.17M +$414K +1,957 +54%
FLPIM
504
F.L. Putnam Investment Management
Massachusetts
$1.16M -$103K -488 -8%
SHJ
505
Sharkey, Howes & Javer
Colorado
$1.16M – – –
IWM
506
IHT Wealth Management
Illinois
$1.12M -$15.7K -74 -1%
LA
507
Legacy Advisors
Pennsylvania
$1.12M +$555K +2,622 +97%
AP
508
Adero Partners
California
$1.12M – – –
TF
509
TimeScale Financial
Massachusetts
$1.12M +$212 +1 +0%
JWCA
510
J.W. Cole Advisors
Florida
$1.1M +$259K +1,223 +30%
SHFA
511
SC&H Financial Advisors
Maryland
$1.1M +$196K +925 +22%
AWS
512
AJ Wealth Strategies
New York
$1.09M -$2.22M -10,500 -67%
BWA
513
Beam Wealth Advisors
Louisiana
$1.09M +$1.1M +5,173 New
MFA
514
Mayflower Financial Advisors
Massachusetts
$1.07M -$74.5K -352 -6%
FWM
515
Fairhaven Wealth Management
Illinois
$1.07M – – –
VCM
516
Vision Capital Management
Oregon
$1.07M – – –
RJT
517
Raymond James Trust
Florida
$1.06M +$8.68K +41 +0.8%
CA
518
CoreCap Advisors
Michigan
$1.06M +$1.06M +5,022 New
CWC
519
Carolinas Wealth Consulting
North Carolina
$1.06M +$334K +1,579 +46%
TPWA
520
TRUE Private Wealth Advisors
Oregon
$1.06M -$258K -1,218 -20%
WB
521
WesBanco Bank
West Virginia
$1.05M +$310K +1,465 +41%
NME
522
Notis-McConarty Edward
$1.05M – – –
WGCA
523
Wolf Group Capital Advisors
Virginia
$1.05M -$171K -808 -14%
TIA
524
Tiemann Investment Advisors
California
$1.03M -$97.4K -460 -9%
SWA
525
Sightline Wealth Advisors
Connecticut
$1.03M +$122K +574 +13%
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