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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
651
Summit Financial Group
West Virginia
$576K – – –
KCPG
652
Kavar Capital Partners Group
Kansas
$575K -$24.2K -107 -4%
SCA
653
STALEY CAPITAL ADVISERS
Pennsylvania
$570K -$6.55K -29 -1%
PCG
654
Prosperity Consulting Group
Maryland
$570K +$33K +146 +6%
RIA
655
Regal Investment Advisors
Michigan
$565K +$23.5K +104 +4%
GT
656
Greenleaf Trust
Michigan
$563K – – –
HWM
657
Hohimer Wealth Management
Washington
$562K -$19.7K -87 -3%
BTW
658
Boston Trust Walden
Massachusetts
$562K – – –
HWA
659
Heartwood Wealth Advisors
Virginia
$558K +$607K +2,684 New
ANBT
660
American National Bank & Trust
Texas
$555K – – –
BAM
661
Belpointe Asset Management
Nevada
$553K +$341K +1,509 +131%
CAL
662
Capital Advisors Ltd
Ohio
$548K -$19K -84 -3%
RP
663
Riverbridge Partners
Minnesota
$545K – – –
CW
664
Connectus Wealth
Ohio
$540K +$127K +561 +28%
CM
665
Columbus Macro
Pennsylvania
$537K – – –
LP
666
LGL Partners
Pennsylvania
$535K +$1.81K +8 +0.3%
SFA
667
Source Financial Advisors
New York
$534K +$1.58K +7 +0.3%
PWPS
668
Pinnacle Wealth Planning Services
Ohio
$533K – – –
KJHP
669
K.J. Harrison & Partners
Ontario, Canada
$530K – – –
PWMG
670
Prestige Wealth Management Group
New Jersey
$523K -$6.55K -29 -1%
FTS
671
Fifth Third Securities
Ohio
$522K -$176K -779 -24%
SWP
672
ShoreHaven Wealth Partners
New Jersey
$521K +$568K +2,512 New
USCWA
673
U.S. Capital Wealth Advisors
Texas
$520K +$84.3K +373 +18%
PCS
674
Personal CFO Solutions
New Jersey
$519K +$565K +2,499 New
CCA
675
Childress Capital Advisors
Texas
$519K +$565K +2,500 New
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