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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
676
Boston Trust Walden
Massachusetts
$635K – – –
ATPW
677
Ashton Thomas Private Wealth
Arizona
$631K -$27.9K -114 -4%
SFG
678
Summit Financial Group
West Virginia
$628K – – –
RA
679
RFG Advisory
Alabama
$627K -$17.1K -70 -3%
SFP
680
Shepherd Financial Partners
Massachusetts
$627K – – –
HPC
681
HM Payson & Co
Maine
$615K – – –
LP
682
LGL Partners
Pennsylvania
$615K – – –
HW
683
Hancock Whitney
Mississippi
$615K +$16.4K +67 +3%
CM
684
Columbus Macro
Pennsylvania
$610K – – –
FBB
685
Fulton Breakefield Broenniman
Maryland
$604K – – –
TPW
686
Transatlantique Private Wealth
New York
$599K – – –
RPG
687
Resource Planning Group
Georgia
$598K – – –
GFS
688
GYL Financial Synergies
Connecticut
$595K -$49K -200 -7%
HL
689
HeadInvest LLC
Maine
$585K – – –
KIM
690
Karpus Investment Management
New York
$582K -$55.1K -225 -8%
GIA
691
Gladstone Institutional Advisory
Florida
$576K – – –
SAMC
692
Spectrum Asset Management (California)
California
$573K -$1.71K -7 -0.3%
AWA
693
Arkadios Wealth Advisors
Georgia
$570K +$378K +1,544 +175%
SQA
694
Simon Quick Advisors
New Jersey
$555K +$88.6K +362 +18%
AIM
695
Aspen Investment Management
Michigan
$550K – – –
KCPG
696
Kavar Capital Partners Group
Kansas
$550K -$15.9K -65 -3%
PWPS
697
Pinnacle Wealth Planning Services
Ohio
$548K – – –
S
698
SignatureFD
Georgia
$548K – – –
MPWT
699
MassMutual Private Wealth & Trust
Connecticut
$546K -$7.34K -30 -1%
CI
700
Conning Inc
Connecticut
$544K -$624K -2,548 -52%
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