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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
651
Prime Capital Investment Advisors
Kansas
$646K +$288K +1,360 +80%
WSWA
652
Warren Street Wealth Advisors
California
$644K +$647K +3,058 New
AIA
653
Alera Investment Advisors
Illinois
$644K – – –
CIA
654
Capital Investment Advisors
Georgia
$643K +$19.3K +91 +3%
WWMSC
655
Wagner Wealth Management (South Carolina)
South Carolina
$641K – – –
EFG
656
Everhart Financial Group
Ohio
$639K +$643K +3,036 New
KCM
657
KM Capital Management
Texas
$638K +$641K +3,030 New
LBC
658
Lowe Brockenbrough & Co
Virginia
$633K +$636K +3,005 New
VP
659
Verum Partners
North Carolina
$628K +$632K +2,984 New
RA
660
RFG Advisory
Alabama
$626K -$156K -735 -21%
PFM
661
Parsec Financial Management
North Carolina
$624K – – –
GGS
662
Galvin Gaustad & Stein
Arizona
$620K – – –
WPA
663
West Paces Advisors
Georgia
$619K – – –
SPIA
664
Steward Partners Investment Advisory
New York
$618K +$328K +1,549 +112%
BA
665
Bristlecone Advisors
Washington
$617K +$2.96K +14 +0.5%
BCA
666
Bay Colony Advisors
Massachusetts
$615K -$430K -2,030 -41%
SFP
667
Shepherd Financial Partners
Massachusetts
$614K – – –
RIA
668
Regal Investment Advisors
Michigan
$613K -$16.9K -80 -3%
FFA
669
Fi3 Financial Advisors
Indiana
$613K +$157K +741 +34%
SSWM
670
Smith Salley Wealth Management
North Carolina
$612K +$616K +2,909 New
RPGK
671
Retirement Planning Group (Kansas)
Kansas
$611K -$11.6K -55 -2%
BCP
672
Berkeley Capital Partners
Georgia
$611K – – –
AMBIA
673
Allen Mooney & Barnes Investment Advisors
Georgia
$607K +$1.48K +7 +0.2%
UAS
674
United Asset Strategies
New York
$604K +$13.3K +63 +2%
CWM
675
Concentric Wealth Management
California
$604K – – –
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