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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
526
Cozad Asset Management
Illinois
$849K +$23.9K +96 +3%
ACM
527
Antonetti Capital Management
Florida
$846K +$870K +3,499 New
DFA
528
DHJJ Financial Advisors
Illinois
$845K – – –
AIP
529
Almanack Investment Partners
Pennsylvania
$838K +$257K +1,034 +42%
W
530
Wealthquest
Ohio
$836K -$4.72K -19 -0.5%
CWC
531
Carolinas Wealth Consulting
North Carolina
$830K +$1.49K +6 +0.2%
BOPW
532
Brandywine Oak Private Wealth
Pennsylvania
$829K – – –
ABC
533
Associated Banc-Corp
Wisconsin
$825K +$53.7K +216 +7%
FSA
534
Financial Services Advisory
Maryland
$823K -$34.1K -137 -4%
CTB
535
Country Trust Bank
Illinois
$822K +$40.3K +162 +5%
YWP
536
YorkBridge Wealth Partners
New York
$816K +$746 +3 +0.1%
RPG
537
Resource Planning Group
Georgia
$811K -$103K -415 -7%
DY
538
Dowling & Yahnke
California
$807K – – –
LPT
539
Legacy Private Trust
Wisconsin
$806K – – –
BBA
540
BLB&B Advisors
Pennsylvania
$804K +$74.6K +300 +10%
PFM
541
Parsec Financial Management
North Carolina
$800K – – –
EI
542
Ellevest Inc
New York
$796K – – –
APSP
543
Asset Planning Services (Pennsylvania)
Pennsylvania
$793K -$43.5K -175 -5%
CA
544
Cortland Associates
Missouri
$792K – – –
SFA
545
Source Financial Advisors
New York
$789K -$604K -2,429 -43%
ST
546
Spinnaker Trust
Maine
$789K – – –
FCI
547
Financial Counselors Inc
Kansas
$788K -$205K -825 -20%
RA
548
RFG Advisory
Alabama
$785K -$14.4K -58 -2%
EB
549
Eastern Bank
Massachusetts
$783K -$312K -1,255 -28%
MWA
550
Meridian Wealth Advisors
Texas
$778K – – –
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