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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
626
Parsec Financial Management
North Carolina
$616K -$17.2K -76 -3%
CIA
627
Capital Investment Advisors
Georgia
$615K -$10.6K -47 -2%
WA
628
Waverly Advisors
Alabama
$614K – – –
DDPIC
629
Deroy & Devereaux Private Investment Counsel
Michigan
$612K – – –
WPA
630
West Paces Advisors
Georgia
$611K – – –
FIA
631
Foundations Investment Advisors
Arizona
$610K +$65.3K +289 +11%
SFP
632
Shepherd Financial Partners
Massachusetts
$607K -$31K -137 -4%
SG
633
StoneX Group
New York
$607K -$26.9K -119 -4%
BA
634
Bristlecone Advisors
Washington
$606K +$1.13K +5 +0.2%
3LCM
635
3D/L Capital Management
Connecticut
$605K +$154K +683 +31%
TFS
636
TrustCore Financial Services
Tennessee
$604K – – –
CWM
637
Concentric Wealth Management
California
$596K +$42.3K +187 +7%
CI
638
CPMG Inc
Texas
$596K +$649K +2,871 New
AMBIA
639
Allen Mooney & Barnes Investment Advisors
Georgia
$596K +$354K +1,567 +121%
GF
640
Gries Financial
Ohio
$594K +$226 +1 +0%
GWSG
641
GPS Wealth Strategies Group
Colorado
$589K +$1.58K +7 +0.2%
ATPW
642
Ashton Thomas Private Wealth
Arizona
$588K -$11.1K -49 -2%
MPM
643
Meritage Portfolio Management
Kansas
$587K – – –
BRWM
644
B. Riley Wealth Management
Tennessee
$586K +$238K +1,055 +60%
CPO
645
Cerity Partners OCIO
New York
$585K +$201K +891 +46%
GGS
646
Galvin Gaustad & Stein
Arizona
$583K – – –
CSIC
647
Clifford Swan Investment Counsel
California
$583K +$57K +252 +10%
FA
648
Flagstar Advisors
New York
$582K -$128K -567 -17%
ASC
649
Atalanta Sosnoff Capital
New York
$580K +$631K +2,794 New
RPG
650
Resource Planning Group
Georgia
$579K – – –
24 25
26
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