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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
726
Sprinkle Financial Consultants
Colorado
$767K +$1.82K +6 +0.2%
SG
727
StoneX Group
New York
$765K +$63K +208 +9%
CWM
728
Cahaba Wealth Management
Georgia
$765K +$1.21K +4 +0.2%
HPC
729
HM Payson & Co
Maine
$755K – – –
NAS
730
NWF Advisory Services
California
$754K +$27.9K +92 +4%
SQA
731
Simon Quick Advisors
New Jersey
$749K -$1.51K -5 -0.2%
PF
732
Penney Financial
Texas
$748K – – –
FIM
733
Fernwood Investment Management
Massachusetts
$747K -$2.16M -7,133 -75%
NME
734
Notis-McConarty Edward
$745K -$24.2K -80 -3%
BW
735
BIP Wealth
Georgia
$737K -$37.3K -123 -5%
OAP
736
One Advisory Partners
Kansas
$736K -$19.1K -63 -3%
AIM
737
Aspen Investment Management
Michigan
$736K – – –
CSIC
738
Clifford Swan Investment Counsel
California
$735K – – –
PWPS
739
Pinnacle Wealth Planning Services
Ohio
$733K – – –
W
740
WorthPointe
California
$731K +$704K +2,326 New
S
741
SignatureFD
Georgia
$730K – – –
FAT
742
First American Trust
California
$729K +$286K +945 +69%
CPG
743
Cornerstone Planning Group
New Jersey
$728K +$2.12K +7 +0.3%
ACIM
744
Azimuth Capital Investment Management
Michigan
$726K +$6.96K +23 +1%
IA
745
IFS Advisors
Kansas
$723K – – –
UAS
746
United Asset Strategies
New York
$720K -$9.39K -31 -1%
HB
747
HTLF Bank
Colorado
$717K – – –
VP
748
Verum Partners
North Carolina
$708K +$909 +3 +0.1%
BF
749
Blankinship & Foster
California
$707K -$2.73K -9 -0.4%
NLP
750
Next Level Private
New York
$707K +$2.12K +7 +0.3%
28 29
30
31 32