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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
676
Boston Trust Walden
Massachusetts
$659K – – –
KIM
677
Karpus Investment Management
New York
$659K -$1.69M -7,352 -73%
HWM
678
Hohimer Wealth Management
Washington
$659K – – –
SFG
679
Summit Financial Group
West Virginia
$652K – – –
ANBT
680
American National Bank & Trust
Texas
$651K – – –
SFP
681
Shepherd Financial Partners
Massachusetts
$650K -$49.5K -215 -7%
SWP
682
ShoreHaven Wealth Partners
New Jersey
$649K +$20K +87 +3%
RDWM
683
Red Door Wealth Management
Tennessee
$647K +$612K +2,656 New
CM
684
Columbus Macro
Pennsylvania
$647K – – –
RA
685
Ruggaard & Associates
Ohio
$640K -$152K -658 -20%
HPC
686
HM Payson & Co
Maine
$639K +$28.8K +125 +5%
LP
687
LGL Partners
Pennsylvania
$638K +$1.61K +7 +0.3%
AFG
688
Allegheny Financial Group
Pennsylvania
$632K -$342K -1,485 -36%
FBB
689
Fulton Breakefield Broenniman
Maryland
$627K -$219K -949 -27%
TPW
690
Transatlantique Private Wealth
New York
$621K – – –
HW
691
Hancock Whitney
Mississippi
$621K -$66.8K -290 -10%
RPG
692
Resource Planning Group
Georgia
$621K -$34.8K -151 -3%
AWA
693
Arete Wealth Advisors
Illinois
$616K +$283K +1,227 +94%
HL
694
HeadInvest LLC
Maine
$610K +$2.76K +12 +0.5%
USCWA
695
U.S. Capital Wealth Advisors
Texas
$610K -$5.3K -23 -0.9%
BCP
696
Berkeley Capital Partners
Georgia
$609K -$92.1K -400 -14%
QCM
697
Quantinno Capital Management
New York
$599K +$292K +1,270 +107%
GIA
698
Gladstone Institutional Advisory
Florida
$598K +$565K +2,453 New
BFA
699
Buttonwood Financial Advisors
Maryland
$594K -$4.38K -19 -0.8%
SWM
700
Segment Wealth Management
Texas
$594K – – –
26 27
28
29 30