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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Madison Wealth Management
Ohio
$908K +$220 +1 +0%
ACM
552
Alcosta Capital Management
California
$903K -$3.52K -16 -0.4%
FNT
553
First National Trust
Pennsylvania
$903K – – –
DI
554
Disciplined Investments
Oklahoma
$902K – – –
LIM
555
Leavell Investment Management
Alabama
$901K – – –
PP
556
Pegasus Partners
Wisconsin
$886K -$56.8K -258 -6%
PFS
557
Prospera Financial Services
Texas
$884K -$23.5K -107 -3%
SBH
558
Segall Bryant & Hamill
Illinois
$876K -$63.2K -287 -7%
SWM
559
Soundmark Wealth Management
Washington
$867K +$1.32K +6 +0.2%
WA
560
Wealthstream Advisors
New York
$866K – – –
CF
561
Centaurus Financial
California
$864K +$40.3K +183 +5%
NB
562
Nicolet Bankshares
Wisconsin
$864K -$6.82K -31 -0.8%
OWA
563
One Wealth Advisors
California
$862K -$3.23M -14,674 -79%
DPI
564
Diversified Portfolios Inc
Michigan
$860K – – –
KC
565
Kades & Cheifetz
Pennsylvania
$857K – – –
DWT
566
Dorsey & Whitney Trust
South Dakota
$853K – – –
DP
567
Denver PWM
Colorado
$850K -$63.8K -290 -7%
KFI
568
Key Financial Inc
Pennsylvania
$847K – – –
OAP
569
One Advisory Partners
Kansas
$846K +$14.3K +65 +2%
LDB
570
Lee, Danner & Bass
Tennessee
$841K +$11K +50 +1%
GD
571
Grandfield & Dodd
New York
$839K – – –
CC
572
Courier Capital
New York
$837K +$59.4K +270 +8%
EW
573
Enzi Wealth
Texas
$835K – – –
SAS
574
SMI Advisory Services
Indiana
$834K -$27.5K -125 -3%
FFA
575
Fragasso Financial Advisors
Pennsylvania
$832K -$1.42M -6,434 -64%
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