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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
701
Barber Financial Group
Kansas
$369K – – –
AC
702
Apella Capital
Connecticut
$366K – – –
EP
703
Eudaimonia Partners
Tennessee
$365K – – –
LWMG
704
Levy Wealth Management Group
Pennsylvania
$362K +$471 +2 +0.1%
PWP
705
Principle Wealth Partners
Connecticut
$361K -$9.42K -40 -3%
IC
706
Inscription Capital
Texas
$361K +$352K +1,493 New
MLIC
707
Mandatum Life Insurance Company
Finland
$359K – – –
RIA
708
Regal Investment Advisors
Michigan
$359K +$96.8K +411 +38%
ATC
709
Argent Trust Co
Tennessee
$357K -$5.89K -25 -2%
TWM
710
Tradition Wealth Management
Minnesota
$356K -$21.2K -90 -6%
VA
711
Valmark Advisers
Ohio
$356K +$471 +2 +0.1%
CWM
712
Connecticut Wealth Management
Connecticut
$356K +$346K +1,469 New
NNP
713
Nachman Norwood & Parrott
South Carolina
$353K – – –
SQA
714
Simon Quick Advisors
New Jersey
$352K -$1.51M -6,389 -81%
GCP
715
GSA Capital Partners
United Kingdom
$351K – – –
AMG
716
Asset Management Group
Connecticut
$350K +$1.89K +8 +0.6%
VCA
717
Verdence Capital Advisors
Maryland
$349K -$17K -72 -5%
MFS
718
McNamara Financial Services
Massachusetts
$348K -$21.2K -90 -6%
IA
719
IFG Advisors
Missouri
$346K -$19.8K -84 -6%
SW
720
SkyOak Wealth
Michigan
$346K – – –
NWM
721
Northwest Wealth Management
Iowa
$345K – – –
MWA
722
Moser Wealth Advisors
Washington
$342K – – –
PFC
723
Phocas Financial Corp
California
$334K – – –
MA
724
Mutual Advisors
Nebraska
$332K +$3.77K +16 +1%
AP
725
Americana Partners
Texas
$325K – – –
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