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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
526
Heritage Wealth Advisors
Virginia
$868K – – –
SSC
527
Syverson Strege & Co
Iowa
$868K +$877 +4 +0.1%
TI
528
Truepoint Inc
Ohio
$858K – – –
ABC
529
Associated Banc-Corp
Wisconsin
$853K +$1.1K +5 +0.1%
SF
530
Summit Financial
New Jersey
$853K +$34K +155 +4%
ES
531
Eagle Strategies
New York
$852K +$4.61K +21 +0.5%
SHFA
532
SC&H Financial Advisors
Maryland
$848K -$87.1K -397 -8%
OC
533
Oppenheimer & Co
New York
$835K +$110K +503 +13%
TFA
534
Triad Financial Advisors
North Carolina
$834K -$1.1K -5 -0.1%
PP
535
Pegasus Partners
Wisconsin
$827K – – –
VBFG
536
Vishria Bird Financial Group
Tennessee
$825K – – –
MFA
537
McClarren Financial Advisors
Pennsylvania
$824K +$411K +1,875 +81%
GLA
538
Good Life Advisors
Pennsylvania
$812K -$10.3K -47 -1%
SWA
539
Stratos Wealth Advisors
Ohio
$811K -$94.7K -432 -10%
DP
540
Denver PWM
Colorado
$811K -$43.9K -200 -5%
BDF
541
Balasa Dinverno & Foltz
$810K -$22.1K -101 -2%
ECG
542
Edge Capital Group
Georgia
$810K +$439 +2 +0%
EW
543
Enzi Wealth
Texas
$807K +$805K +3,672 New
SAS
544
SMI Advisory Services
Indiana
$806K -$63.8K -291 -7%
CTB
545
Country Trust Bank
Illinois
$804K +$148K +673 +20%
WA
546
Wealthstream Advisors
New York
$802K +$439 +2 +0%
ACM
547
Alcosta Capital Management
California
$801K – – –
PFG
548
Pacific Financial Group
Washington
$798K – – –
EL
549
EQ LLC
Washington
$796K +$219 +1 +0%
JWCA
550
J.W. Cole Advisors
Florida
$793K +$439 +2 +0%
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