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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
676
Rothschild Investment LLC
Illinois
$216K +$206K +1,208 New
CWM
677
Circle Wealth Management
New Jersey
$214K +$205K +1,200 New
CNFG
678
Creegan & Nassoura Financial Group
New Hampshire
$214K +$205K +1,200 New
SAM
679
Summit Asset Management
Tennessee
$214K +$205K +1,200 New
DT
680
Diversified Trust
Tennessee
$212K +$203K +1,190 New
TAM
681
Trillium Asset Management
Massachusetts
$211K +$202K +1,184 New
NFC
682
Northeast Financial Consultants
Connecticut
$208K +$198K +1,163 New
NFG
683
Nadler Financial Group
Illinois
$208K +$199K +1,165 New
IWA
684
Independence Wealth Advisors
Virginia
$208K +$199K +1,168 New
FC
685
Ferris Capital
Massachusetts
$207K +$198K +1,160 New
MAM
686
Madison Asset Management
Wisconsin
$206K +$197K +1,152 New
WCM
687
Windsor Capital Management
Arizona
$204K -$12.3K -72 -6%
IP
688
Isthmus Partners
Wisconsin
$200K +$191K +1,120 New
CF
689
Centaurus Financial
California
$200K +$191K +1,122 New
HWM
690
Howard Wealth Management
Connecticut
$200K +$192K +1,125 New
FANJ
691
Financial Architects (New Jersey)
New Jersey
$198K – – –
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$190K – – –
OPS
693
Orion Portfolio Solutions
Nebraska
$186K +$178K +1,041 New
CIAS
694
Capital Investment Advisory Services
North Carolina
$184K – – –
SFSG
695
Stearns Financial Services Group
North Carolina
$183K – – –
CP
696
Covenant Partners
Tennessee
$179K +$172K +1,005 New
FGAM
697
Financial Gravity Asset Management
Texas
$178K -$49.7K -291 -58%
SIC
698
Salem Investment Counselors
North Carolina
$178K – – –
MWP
699
Meridian Wealth Partners
Pennsylvania
$178K +$171K +1,000 New
SAM
700
S.A. Mason
Michigan
$178K +$171K +1,000 New
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