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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
701
Flagship Private Wealth
Massachusetts
$376K +$497 +2 +0.1%
HCP
702
Holt Capital Partners
Texas
$371K – – –
KCM
703
Kendall Capital Management
Maryland
$371K – – –
BFG
704
Barber Financial Group
Kansas
$368K – – –
AC
705
Apella Capital
Connecticut
$365K – – –
MWA
706
Moser Wealth Advisors
Washington
$365K +$24.1K +97 +7%
LWMG
707
Levy Wealth Management Group
Pennsylvania
$363K +$994 +4 +0.3%
LCOV
708
London Company of Virginia
Virginia
$362K +$156K +626 +72%
NWM
709
Northwest Wealth Management
Iowa
$360K +$15.7K +63 +4%
PMFA
710
Plante Moran Financial Advisors
Michigan
$360K +$179K +720 +94%
MLIC
711
Mandatum Life Insurance Company
Finland
$359K – – –
RIA
712
Regal Investment Advisors
Michigan
$358K +$249 +1 +0.1%
FWP
713
FAS Wealth Partners
Kansas
$356K -$20.1K -81 -5%
PWP
714
Principle Wealth Partners
Connecticut
$356K -$4.97K -20 -1%
VA
715
Valmark Advisers
Ohio
$356K +$497 +2 +0.1%
CWM
716
Connecticut Wealth Management
Connecticut
$356K +$994 +4 +0.3%
SQA
717
Simon Quick Advisors
New Jersey
$351K – – –
AMG
718
Asset Management Group
Connecticut
$350K – – –
ATC
719
Argent Trust Co
Tennessee
$347K -$9.94K -40 -3%
MFS
720
McNamara Financial Services
Massachusetts
$346K -$1.24K -5 -0.3%
SW
721
SkyOak Wealth
Michigan
$344K -$1.24K -5 -0.3%
MA
722
Mutual Advisors
Nebraska
$337K +$5.47K +22 +2%
PFC
723
Phocas Financial Corp
California
$334K – – –
CAG
724
Csenge Advisory Group
Florida
$331K +$337K +1,355 New
GCP
725
GSA Capital Partners
United Kingdom
$327K -$24.1K -97 -7%
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