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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
626
Blume Capital Management
California
$102K – – –
LGWM
627
Litman Gregory Wealth Management
California
$101K – – –
SFC
628
SYM Financial Corp
Indiana
$99K -$29.9K -187 -24%
TWA
629
TCI Wealth Advisors
Arizona
$99K +$4.8K +30 +5%
SIAS
630
Shine Investment Advisory Services
Colorado
$97K – – –
CG
631
Cutler Group
California
$97K +$32K +200 +50%
AOWM
632
Alpha Omega Wealth Management
Virginia
$95K – – –
FHA
633
First Horizon Advisors
Tennessee
$94K -$8.33K -52 -8%
BCI
634
Brinker Capital Investments
Pennsylvania
$91K – – –
CTC
635
Central Trust Company
Missouri
$87K – – –
AWM
636
Avior Wealth Management
Nebraska
$80K – – –
GWM
637
Geneos Wealth Management
Colorado
$79K – – –
AIM
638
Arcadia Investment Management
Michigan
$78K – – –
KPCM
639
Kings Point Capital Management
New York
$78K – – –
NL
640
NVWM LLC
Pennsylvania
$76K -$1.12K -7 -1%
CFG
641
Citizens Financial Group
Rhode Island
$73K – – –
ESB
642
Essex Savings Bank
Connecticut
$73K – – –
WIM
643
Westside Investment Management
California
$69K +$68.8K +430 New
FFW
644
Fusion Family Wealth
New York
$68K – – –
AF
645
Advisornet Financial
Minnesota
$65K +$10.4K +65 +19%
TRCT
646
Tower Research Capital (TRC)
New York
$65K +$63.9K +399 +39,900%
HCM
647
HMS Capital Management
Tennessee
$63K +$61.5K +384 New
EWM
648
Executive Wealth Management
Michigan
$58K – – –
ACA
649
Atlas Capital Advisors
Wyoming
$49.2K +$48.4K +302 New
AIM
650
Anchor Investment Management
South Carolina
$48.3K +$8.01K +50 +20%
24 25
26
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