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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
601
Wealthstream Advisors
New York
$1.13M – – –
VF
602
Vawter Financial
Ohio
$1.12M – – –
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$1.12M +$168K +584 +18%
SSC
604
Syverson Strege & Co
Iowa
$1.12M +$574 +2 +0.1%
AWM
605
Axxcess Wealth Management
California
$1.12M -$60K -209 -5%
DPI
606
Diversified Portfolios Inc
Michigan
$1.11M -$14.4K -50 -1%
GD
607
Grandfield & Dodd
New York
$1.11M – – –
SPIA
608
Steward Partners Investment Advisory
New York
$1.11M -$64.3K -224 -6%
QCM
609
QRG Capital Management
Illinois
$1.11M -$690K -2,402 -39%
IFG
610
Independent Financial Group
California
$1.11M -$8.04K -28 -0.7%
IWM
611
IHT Wealth Management
Illinois
$1.1M -$268K -934 -20%
PFPT
612
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.1M +$11.5K +40 +1%
UFF
613
USA Financial Formulas
Michigan
$1.1M -$145K -504 -12%
BCM
614
Brookstone Capital Management
Illinois
$1.1M -$30.1K -105 -3%
WP
615
Westmount Partners
California
$1.1M -$15.8K -55 -1%
SFA
616
Source Financial Advisors
New York
$1.1M +$1.72K +6 +0.2%
PIA
617
Petredis Investment Advisors
Pennsylvania
$1.1M – – –
OC
618
Oppenheimer & Co
New York
$1.1M +$95.3K +332 +10%
ARC
619
Advisor Resource Council
Texas
$1.08M -$94.5K -329 -8%
SWP
620
Strategic Wealth Partners
Ohio
$1.08M – – –
AWM
621
AE Wealth Management
Kansas
$1.08M +$195K +679 +23%
DC
622
Davenport & Co
Virginia
$1.07M – – –
FFA
623
Fragasso Financial Advisors
Pennsylvania
$1.07M -$2.01K -7 -0.2%
NB
624
Nicolet Bankshares
Wisconsin
$1.07M – – –
CWM
625
Connecticut Wealth Management
Connecticut
$1.07M +$6.03K +21 +0.6%
23 24
25
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