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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
726
Americana Partners
Texas
$325K – – –
WAP
727
Wealthcare Advisory Partners
Pennsylvania
$325K +$14.9K +60 +5%
KFP
728
KB Financial Partners
New Jersey
$322K – – –
IA
729
IFG Advisors
Missouri
$321K -$25.1K -101 -7%
BEAM
730
Baker Ellis Asset Management
Washington
$318K – – –
NC
731
NovaPoint Capital
Georgia
$315K – – –
MAS
732
Madden Advisory Services
Florida
$313K -$73.3K -295 -19%
PWM
733
PBMares Wealth Management
Virginia
$313K +$497 +2 +0.2%
TWM
734
Tradition Wealth Management
Minnesota
$309K -$47.2K -190 -13%
AIM
735
Arcadia Investment Management
Michigan
$305K +$43.5K +175 +16%
WCWM
736
Willow Creek Wealth Management
California
$304K – – –
FANJ
737
Financial Architects (New Jersey)
New Jersey
$294K – – –
VFG
738
V2 Financial group
Illinois
$290K – – –
CNFG
739
Creegan & Nassoura Financial Group
New Hampshire
$290K – – –
SAM
740
Summit Asset Management
Tennessee
$290K – – –
VCP
741
Vista Capital Partners
Oregon
$286K – – –
HTHT
742
Hemenway Trust Hemenway Trust
New Hampshire
$284K – – –
SBL
743
Sargent Bickham Lagudis
Colorado
$281K – – –
AWM
744
AAF Wealth Management
Massachusetts
$281K +$746 +3 +0.3%
EWA
745
Encompass Wealth Advisors
Oregon
$280K -$9.94K -40 -3%
IFAM
746
Institutional & Family Asset Management
Colorado
$279K -$497 -2 -0.2%
EWM
747
EPG Wealth Management
Georgia
$279K – – –
HWM
748
Howard Wealth Management
Connecticut
$279K – – –
TI
749
Tidal Investments
Wisconsin
$277K – – –
G
750
GenTrust
Florida
$276K – – –
28 29
30
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