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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
726
Flagship Harbor Advisors
Massachusetts
$691K – – –
SQA
727
Simon Quick Advisors
New Jersey
$686K -$414K -1,511 -39%
PF
728
Penney Financial
Texas
$686K – – –
MWM
729
Meridian Wealth Management
Kentucky
$683K +$3.84K +14 +0.6%
AIM
730
Aspen Investment Management
Michigan
$675K – – –
CSIC
731
Clifford Swan Investment Counsel
California
$673K – – –
PWPS
732
Pinnacle Wealth Planning Services
Ohio
$672K – – –
ASW
733
Astoria Strategic Wealth
Texas
$671K – – –
S
734
SignatureFD
Georgia
$669K – – –
NAS
735
NWF Advisory Services
California
$668K +$636K +2,320 New
FBB
736
Fulton Breakefield Broenniman
Maryland
$668K -$9.04K -33 -1%
CF
737
Centaurus Financial
California
$663K -$187K -681 -23%
IA
738
IFS Advisors
Kansas
$662K – – –
C
739
Certuity
Florida
$662K +$410K +1,496 +187%
FIA
740
Foundations Investment Advisors
Arizona
$659K -$75.4K -275 -11%
IAIM
741
International Assets Investment Management
Florida
$658K – – –
BF
742
Blankinship & Foster
California
$655K – – –
GP
743
Girard Partners
Pennsylvania
$648K – – –
TC
744
TownSquare Capital
Utah
$647K +$162K +590 +36%
VP
745
Verum Partners
North Carolina
$647K +$146K +534 +31%
OPCM
746
Osborne Partners Capital Management
California
$645K +$4.11K +15 +0.7%
NLP
747
Next Level Private
New York
$644K +$1.92K +7 +0.3%
ONSWM
748
Old North State Wealth Management
North Carolina
$643K +$1.92K +7 +0.3%
BBA
749
BLB&B Advisors
Pennsylvania
$641K +$136K +498 +29%
SIC
750
Salem Investment Counselors
North Carolina
$638K – – –
28 29
30
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