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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
601
Wealthstream Advisors
New York
$1.19M – – –
SC
602
Soundwatch Capital
Connecticut
$1.18M +$738K +2,436 +183%
ACM
603
Alcosta Capital Management
California
$1.18M -$70K -231 -6%
PFPT
604
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.18M +$18.2K +60 +2%
SSC
605
Syverson Strege & Co
Iowa
$1.18M +$909 +3 +0.1%
CIA
606
Choate Investment Advisors
Massachusetts
$1.18M -$68.1K -225 -6%
IFG
607
Independent Financial Group
California
$1.18M +$8.18K +27 +0.7%
FLPIM
608
F.L. Putnam Investment Management
Massachusetts
$1.17M -$437K -1,443 -28%
GD
609
Grandfield & Dodd
New York
$1.17M – – –
SFA
610
Source Financial Advisors
New York
$1.16M +$2.73K +9 +0.2%
PIA
611
Petredis Investment Advisors
Pennsylvania
$1.16M – – –
KWM
612
Keebeck Wealth Management
Illinois
$1.16M +$36.9K +122 +3%
WP
613
Westmount Partners
California
$1.15M -$1.51K -5 -0.1%
AF
614
Advisornet Financial
Minnesota
$1.15M +$219K +722 +25%
SWP
615
Strategic Wealth Partners
Ohio
$1.14M – – –
BEI
616
Benjamin Edwards Inc
Missouri
$1.13M +$1.09M +3,606 New
FFA
617
Fragasso Financial Advisors
Pennsylvania
$1.13M -$4.54K -15 -0.4%
IW
618
Instrumental Wealth
Florida
$1.13M -$267K -880 -20%
WHCI
619
W.H. Cornerstone Investments
Massachusetts
$1.12M +$3.63K +12 +0.3%
OWA
620
One Wealth Advisors
California
$1.12M -$2.73K -9 -0.3%
HNB
621
Hilltop National Bank
Wyoming
$1.12M – – –
WIC
622
Whitegate Investment Counselors
New Hampshire
$1.12M – – –
CWM
623
Connecticut Wealth Management
Connecticut
$1.12M -$5.75K -19 -0.5%
TWM
624
TSA Wealth Management
Texas
$1.12M +$39.1K +129 +4%
DPI
625
Diversified Portfolios Inc
Michigan
$1.11M -$60.6K -200 -5%
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25
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