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iShares Russell 1000 ETF
IWB

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