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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
ALWM
576
Andrews Lucia Wealth Management
California
$1.58M -$331K -1,055 -19%
LFWA
577
LBJ Family Wealth Advisors
Texas
$1.57M +$2.83K +9 +0.2%
CAC
578
Certified Advisory Corp
Florida
$1.57M +$1.26K +4 +0.1%
FFC
579
First Financial Corp
Indiana
$1.56M – – –
EL
580
EQ LLC
Washington
$1.56M +$314 +1 +0%
SAM
581
Smartleaf Asset Management
Massachusetts
$1.55M +$482K +1,534 +50%
RC
582
Roundview Capital
New Jersey
$1.55M – – –
ARC
583
Advisor Resource Council
Texas
$1.55M -$707K -2,253 -33%
ACM
584
Advisors Capital Management
New Jersey
$1.54M +$146K +465 +11%
JJBC
585
James J. Burns & Company
New York
$1.54M -$7.85K -25 -0.5%
FRA
586
Frank Rimerman Advisors
California
$1.54M – – –
CB
587
Cadence Bank
Mississippi
$1.54M -$16.6K -53 -1%
GD
588
Grandfield & Dodd
New York
$1.54M – – –
CPW
589
Crestmont Private Wealth
Texas
$1.54M +$1.42M +4,522 New
SCM
590
Stordahl Capital Management
Colorado
$1.52M -$3.14K -10 -0.2%
ACM
591
Absolute Capital Management
Pennsylvania
$1.52M +$2.83K +9 +0.2%
MFC
592
Morris Financial Concepts
South Carolina
$1.5M +$826K +2,630 +148%
FTUS
593
Flow Traders U.S.
New York
$1.49M +$1.37M +4,372 New
FPAS
594
Focus Partners Advisor Solutions
Missouri
$1.48M -$60K -191 -4%
IA
595
IFG Advisors
Missouri
$1.48M -$63.7K -203 -4%
MWM
596
Meridian Wealth Management
Kentucky
$1.47M – – –
ET
597
Equitable Trust
Tennessee
$1.47M -$3.45K -11 -0.3%
GRP
598
Global Retirement Partners
California
$1.46M +$1.35M +4,305 New
BW
599
Balance Wealth
Ohio
$1.46M -$44.9K -143 -3%
FTWA
600
Fifth Third Wealth Advisors
Ohio
$1.45M +$750K +2,388 +127%
22 23
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