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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
551
FinTrust Capital Advisors
South Carolina
$911K +$132K +624 +17%
SF
552
Summit Financial
New Jersey
$900K -$9.95K -47 -1%
WP
553
WealthShield Partners
North Carolina
$894K +$899K +4,249 New
CF
554
Clarity Financial
Texas
$883K +$220K +1,041 +33%
PP
555
Pegasus Partners
Wisconsin
$883K +$423 +2 +0%
SFA
556
Source Financial Advisors
New York
$882K +$341K +1,609 +62%
MFA
557
McClarren Financial Advisors
Pennsylvania
$882K +$2.96K +14 +0.3%
VBFG
558
Vishria Bird Financial Group
Tennessee
$880K – – –
SBH
559
Segall Bryant & Hamill
Illinois
$879K +$448K +2,116 +103%
TFA
560
Triad Financial Advisors
North Carolina
$876K -$14.2K -67 -2%
WJA
561
Willis Johnson & Associates
Texas
$868K -$312K -1,474 -26%
GLA
562
Good Life Advisors
Pennsylvania
$866K +$212 +1 +0%
OC
563
Oppenheimer & Co
New York
$861K -$31.1K -147 -3%
CC
564
Callan Capital
California
$858K +$61.8K +292 +8%
WWM
565
Western Wealth Management
Colorado
$852K -$870K -4,110 -50%
DP
566
Denver PWM
Colorado
$852K +$8.04K +38 +0.9%
PFG
567
Pacific Financial Group
Washington
$851K – – –
TFS
568
TrustCore Financial Services
Tennessee
$851K +$335K +1,584 +64%
EL
569
EQ LLC
Washington
$849K +$212 +1 +0%
PFS
570
Prospera Financial Services
Texas
$849K -$161K -759 -16%
MWM
571
Madison Wealth Management
Ohio
$848K +$65.2K +308 +8%
ACM
572
Alcosta Capital Management
California
$847K -$6.99K -33 -0.8%
FNT
573
First National Trust
Pennsylvania
$844K – – –
DI
574
Disciplined Investments
Oklahoma
$844K +$38.7K +183 +5%
LIM
575
Leavell Investment Management
Alabama
$842K – – –
21 22
23
24 25