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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Cortland Associates
Missouri
$916K -$17.8K -65 -2%
ST
652
Spinnaker Trust
Maine
$912K – – –
CWA
653
CJM Wealth Advisers
Virginia
$909K – – –
RPGK
654
Retirement Planning Group (Kansas)
Kansas
$908K +$7.4K +27 +0.9%
SFG
655
SNS Financial Group
Minnesota
$908K – – –
WPC
656
Waters Parkerson & Co
Louisiana
$907K – – –
MWA
657
Meridian Wealth Advisors
Texas
$905K – – –
DP
658
Denver PWM
Colorado
$901K -$69.3K -253 -7%
RW
659
Regimen Wealth
Georgia
$900K +$2.47K +9 +0.3%
SWM
660
Scissortail Wealth Management
Oklahoma
$899K +$856K +3,122 New
WA
661
Wealth Architects
California
$899K – – –
WWM
662
Western Wealth Management
Colorado
$897K -$249K -907 -23%
PFWA
663
Paces Ferry Wealth Advisors
Georgia
$895K -$294K -1,071 -26%
OAP
664
One Advisory Partners
Kansas
$894K -$39.2K -143 -4%
WWMSC
665
Wagner Wealth Management (South Carolina)
South Carolina
$877K – – –
ERIM
666
Eagle Ridge Investment Management
Connecticut
$876K +$20K +73 +2%
HTHT
667
Hemenway Trust Hemenway Trust
New Hampshire
$867K – – –
HWA
668
Heartwood Wealth Advisors
Virginia
$857K +$591K +2,155 +262%
FA
669
Fermata Advisors
California
$854K +$813K +2,965 New
HGWM
670
Horst & Graben Wealth Management
Oregon
$850K -$1.92K -7 -0.2%
VWM
671
Venturi Wealth Management
Texas
$848K – – –
AWM
672
AE Wealth Management
Kansas
$847K -$1.87M -6,821 -70%
TPWA
673
TRUE Private Wealth Advisors
Oregon
$847K -$203K -739 -20%
WPA
674
West Paces Advisors
Georgia
$847K – – –
GT
675
Greenleaf Trust
Michigan
$845K – – –
25 26
27
28 29