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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
651
Regal Investment Advisors
Michigan
$888K +$112K +456 +16%
LSPW
652
Lake Street Private Wealth
Illinois
$886K – – –
BOPW
653
Brandywine Oak Private Wealth
Pennsylvania
$885K – – –
DP
654
Denver PWM
Colorado
$885K -$82.3K -336 -9%
FTS
655
Fifth Third Securities
Ohio
$884K +$90.8K +371 +12%
1CP
656
17 Capital Partners
Arizona
$882K +$823K +3,362 New
SPIA
657
Steward Partners Investment Advisory
New York
$880K +$143K +582 +21%
LPT
658
Legacy Private Trust
Wisconsin
$875K – – –
OFS
659
Oldfather Financial Services
Nebraska
$867K +$5.39K +22 +0.7%
WB
660
WesBanco Bank
West Virginia
$862K -$379K -1,547 -32%
BG
661
Bollard Group
Massachusetts
$855K +$6.37K +26 +0.8%
OAP
662
One Advisory Partners
Kansas
$852K -$22.5K -92 -3%
CA
663
Cortland Associates
Missouri
$851K -$7.34K -30 -0.9%
CTB
664
Country Trust Bank
Illinois
$849K – – –
DFA
665
DHJJ Financial Advisors
Illinois
$846K +$245 +1 +0%
CAG
666
Crestwood Advisors Group
Massachusetts
$845K – – –
APG
667
Abacus Planning Group
South Carolina
$844K -$348K -1,423 -31%
W
668
Wealthquest
Ohio
$841K – – –
PFPT
669
Pinnacle Financial Partners (Tennessee)
Tennessee
$836K +$781K +3,189 New
CWM
670
Cahaba Wealth Management
Georgia
$836K +$3.92K +16 +0.5%
GWSG
671
GPS Wealth Strategies Group
Colorado
$835K +$10.5K +43 +1%
ACM
672
Allred Capital Management
Texas
$833K +$503K +2,056 +184%
ACM
673
Advisors Capital Management
New Jersey
$831K +$409K +1,672 +112%
ST
674
Spinnaker Trust
Maine
$830K -$9.55K -39 -1%
CWA
675
CJM Wealth Advisers
Virginia
$828K – – –
25 26
27
28 29