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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
726
StoneX Group
New York
$765K +$63K +208 +9%
CWM
727
Cahaba Wealth Management
Georgia
$765K +$1.21K +4 +0.2%
HPC
728
HM Payson & Co
Maine
$755K – – –
NAS
729
NWF Advisory Services
California
$754K +$27.9K +92 +4%
SQA
730
Simon Quick Advisors
New Jersey
$749K -$1.51K -5 -0.2%
PF
731
Penney Financial
Texas
$748K – – –
FIM
732
Fernwood Investment Management
Massachusetts
$747K -$2.16M -7,133 -75%
NME
733
Notis-McConarty Edward
$745K -$24.2K -80 -3%
BW
734
BIP Wealth
Georgia
$737K -$37.3K -123 -5%
OAP
735
One Advisory Partners
Kansas
$736K -$19.1K -63 -3%
AIM
736
Aspen Investment Management
Michigan
$736K – – –
CSIC
737
Clifford Swan Investment Counsel
California
$735K – – –
PWPS
738
Pinnacle Wealth Planning Services
Ohio
$733K – – –
W
739
WorthPointe
California
$731K +$704K +2,326 New
S
740
SignatureFD
Georgia
$730K – – –
FAT
741
First American Trust
California
$729K +$286K +945 +69%
CPG
742
Cornerstone Planning Group
New Jersey
$728K +$2.12K +7 +0.3%
ACIM
743
Azimuth Capital Investment Management
Michigan
$726K +$6.96K +23 +1%
IA
744
IFS Advisors
Kansas
$723K – – –
UAS
745
United Asset Strategies
New York
$720K -$9.39K -31 -1%
HB
746
HTLF Bank
Colorado
$717K – – –
VP
747
Verum Partners
North Carolina
$708K +$909 +3 +0.1%
BF
748
Blankinship & Foster
California
$707K -$2.73K -9 -0.4%
NLP
749
Next Level Private
New York
$707K +$2.12K +7 +0.3%
ONSWM
750
Old North State Wealth Management
North Carolina
$706K +$2.42K +8 +0.4%
28 29
30
31 32