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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
676
Segment Wealth Management
Texas
$841K – – –
GIA
677
Gladstone Institutional Advisory
Florida
$836K +$9.04K +33 +1%
FA
678
Flagstar Advisors
New York
$834K -$53.2K -194 -6%
EW
679
Enzi Wealth
Texas
$833K – – –
CAL
680
Capital Advisors Ltd
Ohio
$833K +$50.7K +185 +7%
UAS
681
United Asset Strategies
New York
$829K -$29.3K -107 -4%
DFA
682
DHK Financial Advisors
New Hampshire
$827K – – –
DDPIC
683
Deroy & Devereaux Private Investment Counsel
Michigan
$826K +$5.48K +20 +0.7%
TCM
684
Tandem Capital Management
New Jersey
$824K +$16.4K +60 +2%
LBC
685
Lowe Brockenbrough & Co
Virginia
$822K – – –
MPM
686
Meritage Portfolio Management
Kansas
$813K – – –
AA
687
Ancora Advisors
Ohio
$810K +$98.1K +358 +15%
AWC
688
Abundance Wealth Counselors
Pennsylvania
$809K – – –
EP
689
Edgestream Partners
New Jersey
$809K +$129K +470 +20%
FFA
690
Fi3 Financial Advisors
Indiana
$806K -$1.64K -6 -0.2%
CFO
691
Callan Family Office
Pennsylvania
$798K – – –
AIP
692
Almanack Investment Partners
Pennsylvania
$797K -$7.67K -28 -1%
GRP
693
Global Retirement Partners
California
$789K -$4.93K -18 -0.7%
AMBIA
694
Allen Mooney & Barnes Investment Advisors
Georgia
$786K +$1.37K +5 +0.2%
LWM
695
LongView Wealth Management
Georgia
$780K +$187K +682 +34%
BTW
696
Boston Trust Walden
Massachusetts
$779K – – –
ATPW
697
Ashton Thomas Private Wealth
Arizona
$773K -$2.47K -9 -0.3%
SFG
698
Summit Financial Group
West Virginia
$770K – – –
SWP
699
ShoreHaven Wealth Partners
New Jersey
$768K -$2.47K -9 -0.3%
RA
700
RFG Advisory
Alabama
$766K -$4.11K -15 -0.6%
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