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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
601
Petredis Investment Advisors
Pennsylvania
$1.06M – – –
SWM
602
Soundmark Wealth Management
Washington
$1.06M -$48K -175 -5%
CFG
603
Citizens Financial Group
Rhode Island
$1.06M +$171K +625 +20%
SFA
604
Source Financial Advisors
New York
$1.06M +$2.19K +8 +0.2%
KPWS
605
Kestra Private Wealth Services
Texas
$1.06M -$795K -2,902 -44%
WSWA
606
Warren Street Wealth Advisors
California
$1.06M -$24.1K -88 -2%
PFPT
607
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.05M +$130K +473 +15%
ES
608
Eagle Strategies
New York
$1.05M -$69.3K -253 -7%
SWP
609
Strategic Wealth Partners
Ohio
$1.04M +$24.4K +89 +3%
KCM
610
KM Capital Management
Texas
$1.04M – – –
FFA
611
Fragasso Financial Advisors
Pennsylvania
$1.04M -$135K -494 -12%
DC
612
Davenport & Co
Virginia
$1.04M +$323K +1,180 +49%
NB
613
Nicolet Bankshares
Wisconsin
$1.04M -$2.47K -9 -0.2%
WIC
614
Whitegate Investment Counselors
New Hampshire
$1.03M -$3.29K -12 -0.3%
HNB
615
Hilltop National Bank
Wyoming
$1.03M +$978K +3,568 New
CWM
616
Connecticut Wealth Management
Connecticut
$1.03M -$225K -821 -19%
WHCI
617
W.H. Cornerstone Investments
Massachusetts
$1.02M -$426K -1,554 -30%
CS
618
Credit Suisse
Switzerland
$1.02M +$974K +3,554 New
FAM
619
Flaharty Asset Management
Florida
$1.02M -$5.48K -20 -0.6%
KWM
620
Keebeck Wealth Management
Illinois
$1.02M -$145K -529 -13%
LPT
621
Legacy Private Trust
Wisconsin
$1.02M +$54K +197 +6%
CAG
622
Crestwood Advisors Group
Massachusetts
$1M +$71.3K +260 +8%
KC
623
Kades & Cheifetz
Pennsylvania
$991K -$69.9K -255 -7%
ORG
624
Optimist Retirement Group
Washington
$990K – – –
WGCA
625
Wolf Group Capital Advisors
Virginia
$985K – – –
23 24
25
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