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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
526
Dowling & Yahnke
California
$548K -$29.9K -185 -5%
LPT
527
Legacy Private Trust
Wisconsin
$546K – – –
AWC
528
Abundance Wealth Counselors
Pennsylvania
$545K – – –
PWMG
529
Prestige Wealth Management Group
New Jersey
$544K -$118K -730 -19%
BL
530
Balentine LLC
Georgia
$542K -$162 -1 -0%
WPC
531
Waters Parkerson & Co
Louisiana
$541K – – –
FCBT
532
First Citizens Bank & Trust
North Carolina
$539K -$1.72M -10,629 -77%
APSP
533
Asset Planning Services (Pennsylvania)
Pennsylvania
$538K +$647 +4 +0.1%
BG
534
Bollard Group
Massachusetts
$537K +$506K +3,128 New
WWM
535
Western Wealth Management
Colorado
$534K -$117K -724 -19%
NPF
536
Norris Perne & French
Michigan
$522K -$713K -4,408 -59%
WA
537
Waverly Advisors
Alabama
$519K – – –
KCPG
538
Kavar Capital Partners Group
Kansas
$510K +$4.85K +30 +1%
PFM
539
Parsec Financial Management
North Carolina
$507K -$10.2K -63 -2%
WPA
540
West Paces Advisors
Georgia
$505K – – –
DDPIC
541
Deroy & Devereaux Private Investment Counsel
Michigan
$498K – – –
AIM
542
Aspen Investment Management
Michigan
$496K – – –
MAM
543
Meeder Asset Management
Ohio
$494K -$2.44M -15,081 -84%
CAG
544
Crestwood Advisors Group
Massachusetts
$494K -$23.6K -146 -5%
OC
545
Oppenheimer & Co
New York
$493K -$68K -420 -13%
YWP
546
YorkBridge Wealth Partners
New York
$485K +$6.47K +40 +1%
MPM
547
Meritage Portfolio Management
Kansas
$485K +$457K +2,824 New
VWM
548
Venturi Wealth Management
Texas
$483K +$456K +2,816 New
HWM
549
Hohimer Wealth Management
Washington
$477K – – –
SFG
550
Summit Financial Group
West Virginia
$476K – – –
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