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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
676
Edgestream Partners
New Jersey
$219K +$206K +1,276 New
FIA
677
Foundations Investment Advisors
Arizona
$216K +$201K +1,244 New
RIA
678
Regal Investment Advisors
Michigan
$215K +$202K +1,250 New
BHB
679
Bank Hapoalim BM
Israel
$215K +$202K +1,251 New
AAM
680
Aureus Asset Management
Massachusetts
$214K -$32.4K -200 -14%
SBL
681
Sargent Bickham Lagudis
Colorado
$212K – – –
AC
682
AlphaCore Capital
California
$211K -$37.5K -232 -16%
LCOV
683
London Company of Virginia
Virginia
$206K -$17.2M -106,581 -99%
CWM
684
Circle Wealth Management
New Jersey
$206K +$194K +1,200 New
CNFG
685
Creegan & Nassoura Financial Group
New Hampshire
$206K +$194K +1,200 New
QC
686
QCM Cayman
Texas
$206K +$194K +1,200 New
SAM
687
Summit Asset Management
Tennessee
$206K +$194K +1,200 New
ZCA
688
Zeke Capital Advisors
Pennsylvania
$204K +$192K +1,187 New
DT
689
Diversified Trust
Tennessee
$204K +$193K +1,190 New
AWA
690
Arete Wealth Advisors
Illinois
$203K +$191K +1,180 New
VCP
691
Vista Capital Partners
Oregon
$203K +$191K +1,182 New
HTHT
692
Hemenway Trust Hemenway Trust
New Hampshire
$202K +$190K +1,175 New
GP
693
Geneva Partners
Wisconsin
$201K +$190K +1,173 New
HWM
694
Howard Wealth Management
Connecticut
$201K +$190K +1,175 New
MWA
695
Moser Wealth Advisors
Washington
$197K – – –
FANJ
696
Financial Architects (New Jersey)
New Jersey
$191K – – –
CFD
697
Creative Financial Designs
Indiana
$180K +$169K +1,047 New
CIAS
698
Capital Investment Advisory Services
North Carolina
$178K – – –
WA
699
WestEnd Advisors
North Carolina
$175K – – –
CP
700
Covenant Partners
Tennessee
$173K – – –
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