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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
701
Conning Inc
Connecticut
$544K -$624K -2,548 -52%
AWA
702
Arete Wealth Advisors
Illinois
$544K -$51.7K -211 -8%
TCM
703
Traynor Capital Management
Pennsylvania
$542K +$565K +2,306 New
IA
704
IFS Advisors
Kansas
$540K -$220K -900 -28%
BCP
705
Berkeley Capital Partners
Georgia
$540K -$49K -200 -8%
HFS
706
Heritage Financial Services
Massachusetts
$540K – – –
OPCM
707
Osborne Partners Capital Management
California
$539K +$562K +2,296 New
HWM
708
Hohimer Wealth Management
Washington
$538K -$101K -411 -15%
SCM
709
SOL Capital Management
Maryland
$537K – – –
WAM
710
WNY Asset Management
New York
$537K -$734 -3 -0.1%
BFA
711
Buttonwood Financial Advisors
Maryland
$537K -$37.5K -153 -6%
DC
712
Davenport & Co
Virginia
$535K +$213K +870 +62%
BF
713
Blankinship & Foster
California
$534K -$20.3K -83 -4%
SS
714
Sunbelt Securities
Texas
$531K – – –
RP
715
Riverbridge Partners
Minnesota
$530K – – –
SG
716
StoneX Group
New York
$529K -$9.06K -37 -2%
GP
717
Girard Partners
Pennsylvania
$528K – – –
QCM
718
QRG Capital Management
Illinois
$528K +$550K +2,248 New
IAIM
719
International Assets Investment Management
Florida
$527K – – –
TP
720
Tranquility Partners
Tennessee
$526K +$125K +510 +29%
SIC
721
Salem Investment Counselors
North Carolina
$522K – – –
NLP
722
Next Level Private
New York
$521K +$2.2K +9 +0.4%
HCM
723
Hollencrest Capital Management
California
$519K -$52.1K -213 -9%
ONSWM
724
Old North State Wealth Management
North Carolina
$518K – – –
AA
725
Ancora Advisors
Ohio
$517K – – –
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29
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