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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
626
Regal Investment Advisors
Michigan
$591K +$60.5K +276 +10%
PFM
627
Parsec Financial Management
North Carolina
$585K – – –
CIA
628
Capital Investment Advisors
Georgia
$584K – – –
RPGK
629
Retirement Planning Group (Kansas)
Kansas
$583K -$12.7K -58 -2%
SWP
630
ShoreHaven Wealth Partners
New Jersey
$582K +$96.9K +442 +18%
GGS
631
Galvin Gaustad & Stein
Arizona
$581K +$30K +137 +5%
WPA
632
West Paces Advisors
Georgia
$580K – – –
WIA
633
World Investment Advisors
California
$578K +$8.77K +40 +1%
3LCM
634
3D/L Capital Management
Connecticut
$577K +$2.85K +13 +0.4%
SFP
635
Shepherd Financial Partners
Massachusetts
$576K -$439 -2 -0.1%
BA
636
Bristlecone Advisors
Washington
$575K – – –
BCP
637
Berkeley Capital Partners
Georgia
$572K -$21.9K -100 -3%
KCPG
638
Kavar Capital Partners Group
Kansas
$571K +$27.4K +125 +5%
CPO
639
Cerity Partners OCIO
New York
$568K +$13.4K +61 +2%
AMBIA
640
Allen Mooney & Barnes Investment Advisors
Georgia
$567K +$1.53K +7 +0.2%
CWM
641
Concentric Wealth Management
California
$566K – – –
GF
642
Gries Financial
Ohio
$564K – – –
BF
643
Blankinship & Foster
California
$563K -$38.4K -175 -6%
GWSG
644
GPS Wealth Strategies Group
Colorado
$559K – – –
MPM
645
Meritage Portfolio Management
Kansas
$557K – – –
HL
646
HeadInvest LLC
Maine
$556K -$43.9K -200 -7%
UAS
647
United Asset Strategies
New York
$554K -$61.4K -280 -9%
ATPW
648
Ashton Thomas Private Wealth
Arizona
$554K -$5.48K -25 -0.9%
DDPIC
649
Deroy & Devereaux Private Investment Counsel
Michigan
$547K -$37.7K -172 -6%
SFG
650
Summit Financial Group
West Virginia
$547K – – –
24 25
26
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