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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
576
Wealth Alliance
New York
$832K +$199K +904 +32%
WP
577
Westmount Partners
California
$832K +$1.98K +9 +0.2%
FCI
578
Financial Counselors Inc
Kansas
$831K -$23.8K -108 -3%
PIA
579
Petredis Investment Advisors
Pennsylvania
$830K – – –
TPWA
580
TRUE Private Wealth Advisors
Oregon
$829K -$294K -1,336 -27%
FA
581
Flagstar Advisors
New York
$826K -$53.5K -243 -6%
DAS
582
Dynamic Advisor Solutions
Arizona
$824K -$11.7M -53,200 -94%
FAM
583
Flaharty Asset Management
Florida
$819K -$2.42K -11 -0.3%
KWM
584
Keebeck Wealth Management
Illinois
$811K +$368K +1,674 +87%
WPC
585
Wedmont Private Capital
Pennsylvania
$809K +$1.1K +5 +0.1%
SF
586
Synovus Financial
Georgia
$803K +$71.3K +324 +10%
IFG
587
Independent Financial Group
California
$803K -$1.98K -9 -0.3%
ARC
588
Advisor Resource Council
Texas
$801K -$10.3K -47 -1%
FBB
589
Fulton Breakefield Broenniman
Maryland
$793K – – –
DFA
590
DHJJ Financial Advisors
Illinois
$788K – – –
HGWM
591
Horst & Graben Wealth Management
Oregon
$787K -$21.6K -98 -3%
KTC
592
Kistler-Tiffany Companies
Pennsylvania
$782K -$70.6K -321 -8%
FTS
593
Fifth Third Securities
Ohio
$777K -$78.6K -357 -9%
TLFA
594
True Link Financial Advisors
California
$776K – – –
KPWS
595
Kestra Private Wealth Services
Texas
$776K -$3.08M -14,008 -80%
CTA
596
Colonial Trust Advisors
South Carolina
$766K – – –
TT
597
TI-Trust
Illinois
$763K -$5.06K -23 -0.7%
EI
598
Ellevest Inc
New York
$762K – – –
BOPW
599
Brandywine Oak Private Wealth
Pennsylvania
$760K – – –
BCM
600
Brookstone Capital Management
Illinois
$756K +$9.46K +43 +1%
22 23
24
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