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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MLIC
701
Mandatum Life Insurance Company
Finland
$315K -$6.99K -35 -2%
EP
702
Eudaimonia Partners
Tennessee
$315K -$2.19K -11 -0.7%
LWMG
703
Levy Wealth Management Group
Pennsylvania
$315K +$297K +1,489 New
NNP
704
Nachman Norwood & Parrott
South Carolina
$309K – – –
AMG
705
Asset Management Group
Connecticut
$305K +$998 +5 +0.3%
MWA
706
Moser Wealth Advisors
Washington
$300K -$599 -3 -0.2%
CWM
707
Circle Wealth Management
New Jersey
$296K +$38.9K +195 +16%
VC
708
Veracity Capital
Georgia
$295K +$278K +1,393 New
SGK
709
Steigerwald Gordon & Koch
Virginia
$293K – – –
WCWM
710
Willow Creek Wealth Management
California
$293K +$276K +1,381 New
PFC
711
Phocas Financial Corp
California
$292K – – –
MFS
712
McNamara Financial Services
Massachusetts
$291K – – –
FAG
713
Financial Advisory Group
Texas
$290K +$998 +5 +0.4%
VFA
714
Voya Financial Advisors
Connecticut
$289K -$82.2K -412 -23%
AP
715
Americana Partners
Texas
$284K – – –
RIL
716
Rothschild Investment LLC
Illinois
$281K +$265K +1,327 New
RIA
717
Regal Investment Advisors
Michigan
$280K +$50.3K +252 +24%
NC
718
NovaPoint Capital
Georgia
$277K – – –
CWS
719
Cypress Wealth Services
California
$276K +$260K +1,301 New
BEAM
720
Baker Ellis Asset Management
Washington
$275K – – –
SC
721
Scotia Capital
Ontario, Canada
$275K +$259K +1,298 New
IWAG
722
Integer Wealth Advisors Group
Georgia
$274K -$27.7K -139 -10%
PWM
723
PBMares Wealth Management
Virginia
$274K +$258K +1,293 New
LA
724
LVW Advisors
New York
$268K -$19.4K -97 -7%
FANJ
725
Financial Architects (New Jersey)
New Jersey
$267K +$29.9K +150 +14%
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