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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
651
Riverbridge Partners
Minnesota
$656K -$13.6K -55 -2%
RIA
652
Regal Investment Advisors
Michigan
$654K +$279K +1,131 +76%
PCG
653
Prosperity Consulting Group
Maryland
$650K -$12.8K -52 -2%
CM
654
Columbus Macro
Pennsylvania
$647K – – –
PWPS
655
Pinnacle Wealth Planning Services
Ohio
$642K -$741 -3 -0.1%
LP
656
LGL Partners
Pennsylvania
$642K +$1.98K +8 +0.3%
SFA
657
Source Financial Advisors
New York
$641K -$176K -712 -22%
CSIC
658
Clifford Swan Investment Counsel
California
$639K -$132K -534 -17%
KJHP
659
K.J. Harrison & Partners
Ontario, Canada
$638K +$630K +2,550 New
PWMG
660
Prestige Wealth Management Group
New Jersey
$636K -$6.67K -27 -1%
FIA
661
Foundations Investment Advisors
Arizona
$630K +$67.4K +273 +12%
WAM
662
Weatherly Asset Management
California
$621K – – –
AWM
663
Apollon Wealth Management
South Carolina
$620K -$82.5K -334 -12%
SAMC
664
Spectrum Asset Management (California)
California
$616K +$1.24K +5 +0.2%
GA
665
Greenspring Advisors
Maryland
$614K -$19K -77 -3%
CAI
666
Capital Advisors Inc
Oklahoma
$613K – – –
SWM
667
Segment Wealth Management
Texas
$609K – – –
NFC
668
Northeast Financial Consultants
Connecticut
$603K +$221K +894 +59%
AIM
669
Aspen Investment Management
Michigan
$597K – – –
MPW
670
Monterey Private Wealth
California
$589K +$573K +2,320 New
MA
671
MONECO Advisors
Connecticut
$588K +$1.24K +5 +0.2%
CWS
672
Cypress Wealth Services
California
$588K +$107K +435 +23%
SBH
673
Segall Bryant & Hamill
Illinois
$588K +$579K +2,346 New
WIA
674
World Investment Advisors
California
$586K -$32.8K -133 -5%
AC
675
Apella Capital
Connecticut
$576K +$196K +794 +53%
25 26
27
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