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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
626
Financial Insights
Washington
$288K -$14.7K -86 -5%
SFG
627
StrategIQ Financial Group
Indiana
$286K +$683 +4 +0.3%
SWRP
628
Summit Wealth & Retirement Planning
California
$284K – – –
PAG
629
Pinnacle Advisory Group
Maryland
$283K – – –
ACP
630
Aveo Capital Partners
Colorado
$274K – – –
FWP
631
FAS Wealth Partners
Kansas
$274K – – –
HCP
632
Holt Capital Partners
Texas
$274K – – –
RSWM
633
Robertson Stephens Wealth Management
California
$274K – – –
RW
634
RVW Wealth
California
$273K +$853 +5 +0.3%
BFG
635
Barber Financial Group
Kansas
$272K – – –
SPIA
636
Steward Partners Investment Advisory
New York
$272K +$15.2K +89 +6%
RIA
637
Regal Investment Advisors
Michigan
$272K +$38.4K +225 +17%
MLIC
638
Mandatum Life Insurance Company
Finland
$271K – – –
VCA
639
Verdence Capital Advisors
Maryland
$270K – – –
QPWM
640
Quadrant Private Wealth Management
Pennsylvania
$263K -$3.75K -22 -1%
NNP
641
Nachman Norwood & Parrott
South Carolina
$260K – – –
PA
642
Pinnacle Associates
New York
$260K – – –
AAM
643
Aureus Asset Management
Massachusetts
$258K – – –
SRC
644
Shufro Rose & Co
New York
$258K +$51.2K +300 +26%
VC
645
Veracity Capital
Georgia
$257K +$246K +1,442 New
FCA
646
FinTrust Capital Advisors
South Carolina
$255K +$244K +1,431 New
LA
647
LVW Advisors
New York
$253K -$20.8K -122 -8%
AMG
648
Asset Management Group
Connecticut
$252K +$2.22K +13 +0.9%
RPC
649
Rossmore Private Capital
Connecticut
$250K -$23.7K -139 -9%
WTB
650
Washington Trust Bank
Washington
$248K – – –
24 25
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