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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
X
551
Xponance
Pennsylvania
$826K -$405K -1,792 -31%
PFS
552
Prospera Financial Services
Texas
$825K -$44.1K -195 -5%
MAM
553
McCarthy Asset Management
California
$818K -$2.49K -11 -0.3%
WWMSC
554
Wagner Wealth Management (South Carolina)
South Carolina
$809K -$881K -3,896 -50%
RJT
555
Raymond James Trust
Florida
$804K -$61.2K -271 -7%
KFI
556
Key Financial Inc
Pennsylvania
$797K – – –
SWM
557
Soundmark Wealth Management
Washington
$795K +$1.36K +6 +0.2%
DI
558
Disciplined Investments
Oklahoma
$794K -$72.5K -321 -8%
CC
559
Callan Capital
California
$790K +$3.84K +17 +0.4%
RA
560
RFG Advisory
Alabama
$790K +$49.7K +220 +7%
KTC
561
Kistler-Tiffany Companies
Pennsylvania
$788K – – –
LDB
562
Lee, Danner & Bass
Tennessee
$780K -$17.6K -78 -2%
FBB
563
Fulton Breakefield Broenniman
Maryland
$778K +$49.5K +219 +6%
OC
564
Oppenheimer & Co
New York
$775K -$21.7K -96 -3%
AFG
565
Allegheny Financial Group
Pennsylvania
$767K +$448K +1,983 +116%
ACIM
566
Azimuth Capital Investment Management
Michigan
$767K +$834K +3,690 New
FAM
567
Flaharty Asset Management
Florida
$760K -$78K -345 -9%
GRP
568
Global Retirement Partners
California
$759K – – –
CF
569
Centaurus Financial
California
$757K -$575K -2,544 -41%
HGWM
570
Horst & Graben Wealth Management
Oregon
$756K +$678 +3 +0.1%
CSWM
571
Cassady Schiller Wealth Management
Ohio
$755K +$9.27K +41 +1%
OWA
572
One Wealth Advisors
California
$751K +$568K +2,512 +227%
TT
573
TI-Trust
Illinois
$745K -$17.6K -78 -2%
WPC
574
Wedmont Private Capital
Pennsylvania
$741K +$3.62K +16 +0.5%
BFEC
575
Benjamin F. Edwards & Company
Missouri
$739K – – –
21 22
23
24 25