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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
676
Capital Advisors Ltd
Ohio
$636K +$245 +1 +0%
BTW
677
Boston Trust Walden
Massachusetts
$635K – – –
ATPW
678
Ashton Thomas Private Wealth
Arizona
$631K -$27.9K -114 -4%
SFG
679
Summit Financial Group
West Virginia
$628K – – –
RA
680
RFG Advisory
Alabama
$627K -$17.1K -70 -3%
SFP
681
Shepherd Financial Partners
Massachusetts
$627K – – –
HPC
682
HM Payson & Co
Maine
$615K – – –
LP
683
LGL Partners
Pennsylvania
$615K – – –
HW
684
Hancock Whitney
Mississippi
$615K +$16.4K +67 +3%
CM
685
Columbus Macro
Pennsylvania
$610K – – –
FBB
686
Fulton Breakefield Broenniman
Maryland
$604K – – –
TPW
687
Transatlantique Private Wealth
New York
$599K – – –
RPG
688
Resource Planning Group
Georgia
$598K – – –
GFS
689
GYL Financial Synergies
Connecticut
$595K -$49K -200 -7%
HL
690
HeadInvest LLC
Maine
$585K – – –
KIM
691
Karpus Investment Management
New York
$582K -$55.1K -225 -8%
GIA
692
Gladstone Institutional Advisory
Florida
$576K – – –
SAMC
693
Spectrum Asset Management (California)
California
$573K -$1.71K -7 -0.3%
AWA
694
Arkadios Wealth Advisors
Georgia
$570K +$378K +1,544 +175%
SQA
695
Simon Quick Advisors
New Jersey
$555K +$88.6K +362 +18%
AIM
696
Aspen Investment Management
Michigan
$550K – – –
KCPG
697
Kavar Capital Partners Group
Kansas
$550K -$15.9K -65 -3%
PWPS
698
Pinnacle Wealth Planning Services
Ohio
$548K – – –
S
699
SignatureFD
Georgia
$548K – – –
MPWT
700
MassMutual Private Wealth & Trust
Connecticut
$546K -$7.34K -30 -1%
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