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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
551
Leavell Investment Management
Alabama
$831K – – –
X
552
Xponance
Pennsylvania
$826K -$405K -1,792 -31%
PFS
553
Prospera Financial Services
Texas
$825K -$44.1K -195 -5%
MAM
554
McCarthy Asset Management
California
$818K -$2.49K -11 -0.3%
WWMSC
555
Wagner Wealth Management (South Carolina)
South Carolina
$809K -$881K -3,896 -50%
RJT
556
Raymond James Trust
Florida
$804K -$61.2K -271 -7%
KFI
557
Key Financial Inc
Pennsylvania
$797K – – –
SWM
558
Soundmark Wealth Management
Washington
$795K +$1.36K +6 +0.2%
DI
559
Disciplined Investments
Oklahoma
$794K -$72.5K -321 -8%
CC
560
Callan Capital
California
$790K +$3.84K +17 +0.4%
RA
561
RFG Advisory
Alabama
$790K +$49.7K +220 +7%
KTC
562
Kistler-Tiffany Companies
Pennsylvania
$788K – – –
LDB
563
Lee, Danner & Bass
Tennessee
$780K -$17.6K -78 -2%
FBB
564
Fulton Breakefield Broenniman
Maryland
$778K +$49.5K +219 +6%
OC
565
Oppenheimer & Co
New York
$775K -$21.7K -96 -3%
AFG
566
Allegheny Financial Group
Pennsylvania
$767K +$448K +1,983 +116%
ACIM
567
Azimuth Capital Investment Management
Michigan
$767K +$834K +3,690 New
FAM
568
Flaharty Asset Management
Florida
$760K -$78K -345 -9%
GRP
569
Global Retirement Partners
California
$759K – – –
CF
570
Centaurus Financial
California
$757K -$575K -2,544 -41%
HGWM
571
Horst & Graben Wealth Management
Oregon
$756K +$678 +3 +0.1%
CSWM
572
Cassady Schiller Wealth Management
Ohio
$755K +$9.27K +41 +1%
OWA
573
One Wealth Advisors
California
$751K +$568K +2,512 +227%
TT
574
TI-Trust
Illinois
$745K -$17.6K -78 -2%
WPC
575
Wedmont Private Capital
Pennsylvania
$741K +$3.62K +16 +0.5%
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