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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
526
Heritage Wealth Advisors
Virginia
$991K – – –
AIM
527
Avity Investment Management
Connecticut
$987K -$56.3K -256 -6%
IW
528
Instrumental Wealth
Florida
$985K +$969K +4,404 New
TI
529
Truepoint Inc
Ohio
$980K – – –
PFWA
530
Paces Ferry Wealth Advisors
Georgia
$978K -$643K -2,922 -40%
WGCA
531
Wolf Group Capital Advisors
Virginia
$967K -$149K -677 -14%
SF
532
Summit Financial
New Jersey
$963K – – –
SFA
533
Source Financial Advisors
New York
$947K +$2.64K +12 +0.3%
MFA
534
McClarren Financial Advisors
Pennsylvania
$943K +$3.74K +17 +0.4%
VBFG
535
Vishria Bird Financial Group
Tennessee
$942K – – –
EL
536
EQ LLC
Washington
$940K +$31K +141 +3%
ES
537
Eagle Strategies
New York
$937K -$38.1K -173 -4%
PFM
538
Parsec Financial Management
North Carolina
$932K +$259K +1,175 +40%
MBT
539
Montecito Bank & Trust
California
$932K -$321K -1,457 -26%
GLA
540
Good Life Advisors
Pennsylvania
$927K +$220 +1 +0%
CAM
541
Cozad Asset Management
Illinois
$924K +$138K +629 +18%
TFA
542
Triad Financial Advisors
North Carolina
$923K -$13.2K -60 -1%
OC
543
Oppenheimer & Co
New York
$923K +$1.76K +8 +0.2%
AFG
544
Allegheny Financial Group
Pennsylvania
$918K +$39.6K +180 +5%
WSWA
545
Warren Street Wealth Advisors
California
$918K +$224K +1,017 +33%
CC
546
Callan Capital
California
$911K -$6.82K -31 -0.8%
MIFH
547
Migdal Insurance & Financial Holdings
Israel
$911K +$398K +1,810 +79%
FCA
548
FinTrust Capital Advisors
South Carolina
$911K – – –
PFG
549
Pacific Financial Group
Washington
$911K – – –
WWM
550
Western Wealth Management
Colorado
$909K -$1.98K -9 -0.2%
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