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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
626
NWAM LLC
Washington
$451K +$425K +2,131 New
NCM
627
Northside Capital Management
Oregon
$450K – – –
KBFS
628
Kohmann Bosshard Financial Services
Ohio
$447K – – –
CWM
629
Chesapeake Wealth Management
Virginia
$445K -$36.5K -183 -8%
OBWP
630
O'Brien Wealth Partners
Massachusetts
$444K -$62.1K -311 -13%
CPO
631
Cerity Partners OCIO
New York
$443K +$14.8K +74 +4%
VWM
632
Venturi Wealth Management
Texas
$441K -$147K -735 -26%
DADC
633
D.A. Davidson & Co
Montana
$438K – – –
HCA
634
Heck Capital Advisors
Wisconsin
$436K +$411K +2,060 New
PL
635
Parthenon LLC
Kentucky
$436K – – –
GG
636
Gofen & Glossberg
Illinois
$433K – – –
AWA
637
Acorn Wealth Advisors
Michigan
$432K – – –
CIA
638
Capital Investment Advisors
Georgia
$425K +$36.1K +181 +10%
TNB
639
TCF National Bank
South Dakota
$418K – – –
DBT
640
Dubuque Bank & Trust
Iowa
$413K -$1.6K -8 -0.4%
WW
641
Waterfront Wealth
Kansas
$413K +$389K +1,948 New
LL
642
LPWM LLC
Minnesota
$411K -$61.3K -307 -14%
SQA
643
Simon Quick Advisors
New Jersey
$406K +$382K +1,915 New
PWAP
644
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$405K -$9.98K -50 -3%
CMA
645
Cedar Mountain Advisors
Oregon
$404K -$29.1K -146 -7%
FM
646
Foster & Motley
Ohio
$402K +$399 +2 +0.1%
CFG
647
Citizens Financial Group
Rhode Island
$400K – – –
FPCG
648
Fort Pitt Capital Group
Pennsylvania
$400K – – –
DT
649
Diversified Trust
Tennessee
$396K +$135K +677 +57%
JFA
650
Johanson Financial Advisors
California
$395K +$1.4K +7 +0.4%
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