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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
726
Foundations Investment Advisors
Arizona
$690K -$85.9K -351 -12%
HCM
727
Highview Capital Management
Illinois
$688K -$170K -693 -21%
SI
728
Scharf Investments
California
$687K +$641K +2,618 New
TLFA
729
True Link Financial Advisors
California
$686K -$203K -830 -24%
CM
730
Columbus Macro
Pennsylvania
$679K – – –
HPC
731
HM Payson & Co
Maine
$674K -$12.2K -50 -2%
MWA
732
Midland Wealth Advisors
Illinois
$671K +$627K +2,560 New
TPW
733
Transatlantique Private Wealth
New York
$669K – – –
GFS
734
GYL Financial Synergies
Connecticut
$664K – – –
LWMM
735
Legacy Wealth Management (Mississippi)
Mississippi
$661K -$64.9K -265 -10%
SCM
736
SOL Capital Management
Maryland
$659K +$55.1K +225 +10%
HL
737
HeadInvest LLC
Maine
$653K – – –
NAS
738
Nicolet Advisory Services
Wisconsin
$650K +$380K +1,550 +160%
AA
739
Ancora Advisors
Ohio
$643K +$61.5K +251 +11%
SAMC
740
Spectrum Asset Management (California)
California
$640K +$3.43K +14 +0.6%
MPWT
741
MassMutual Private Wealth & Trust
Connecticut
$639K +$27.4K +112 +5%
DC
742
Davenport & Co
Virginia
$638K +$37.2K +152 +7%
SFC
743
Sprinkle Financial Consultants
Colorado
$634K +$592K +2,417 New
FHA
744
Flagship Harbor Advisors
Massachusetts
$629K +$61.5K +251 +12%
PF
745
Penney Financial
Texas
$624K +$583K +2,380 New
MWM
746
Meridian Wealth Management
Kentucky
$618K -$585K -2,389 -50%
FBB
747
Fulton Breakefield Broenniman
Maryland
$617K -$53.6K -219 -9%
AIM
748
Aspen Investment Management
Michigan
$614K – – –
EP
749
Edgestream Partners
New Jersey
$613K -$199K -811 -26%
CSIC
750
Clifford Swan Investment Counsel
California
$613K +$40.2K +164 +8%
28 29
30
31 32