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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
526
Retirement Planning Group (Kansas)
Kansas
$903K – – –
LIM
527
Leavell Investment Management
Alabama
$895K – – –
HGWM
528
Horst & Graben Wealth Management
Oregon
$876K +$76.6K +325 +10%
PP
529
Pegasus Partners
Wisconsin
$870K +$236 +1 +0%
FSA
530
Financial Services Advisory
Maryland
$858K +$102K +435 +14%
BCP
531
Berkeley Capital Partners
Georgia
$857K – – –
FCH
532
Freestone Capital Holdings
Washington
$854K -$8.01K -34 -1%
DFA
533
DHJJ Financial Advisors
Illinois
$846K +$236 +1 +0%
W
534
Wealthquest
Ohio
$842K -$24.7K -105 -3%
APSP
535
Asset Planning Services (Pennsylvania)
Pennsylvania
$837K +$471 +2 +0.1%
CWC
536
Carolinas Wealth Consulting
North Carolina
$830K -$111K -471 -12%
BOPW
537
Brandywine Oak Private Wealth
Pennsylvania
$830K +$41.2K +175 +5%
HCA
538
Heck Capital Advisors
Wisconsin
$827K +$195K +826 +32%
CAM
539
Cozad Asset Management
Illinois
$827K – – –
FWP
540
Firethorn Wealth Partners
Georgia
$820K -$30.2K -128 -4%
YWP
541
YorkBridge Wealth Partners
New York
$816K – – –
MSA
542
Marino Stram & Associates
Massachusetts
$816K +$794K +3,371 New
NFG
543
Nadler Financial Group
Illinois
$815K +$302K +1,280 +61%
DY
544
Dowling & Yahnke
California
$809K +$109K +463 +16%
LPT
545
Legacy Private Trust
Wisconsin
$808K – – –
OC
546
Oppenheimer & Co
New York
$807K +$47.8K +203 +6%
RA
547
RFG Advisory
Alabama
$800K -$2.36K -10 -0.3%
IA
548
IFS Advisors
Kansas
$799K – – –
EI
549
Ellevest Inc
New York
$797K – – –
CA
550
Cortland Associates
Missouri
$793K – – –
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