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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
726
Kingsview Wealth Management
Oregon
$922K -$22.9K -73 -3%
BTW
727
Boston Trust Walden
Massachusetts
$919K – – –
FNT
728
First National Trust
Pennsylvania
$917K -$2.51K -8 -0.3%
LCWP
729
Legacy Capital Wealth Partners
Arkansas
$910K +$842K +2,681 New
TWM
730
Tradition Wealth Management
Minnesota
$910K -$2.2K -7 -0.3%
GIA
731
Gladstone Institutional Advisory
Florida
$897K -$21K -67 -2%
SFP
732
Shepherd Financial Partners
Massachusetts
$892K – – –
OAP
733
One Advisory Partners
Kansas
$888K +$40.2K +128 +5%
ACIM
734
Azimuth Capital Investment Management
Michigan
$886K -$9.73K -31 -1%
AWM
735
Apollon Wealth Management
South Carolina
$885K +$11.3K +36 +1%
EP
736
Edgestream Partners
New Jersey
$884K +$226K +720 +38%
DDPIC
737
Deroy & Devereaux Private Investment Counsel
Michigan
$873K – – –
SWP
738
ShoreHaven Wealth Partners
New Jersey
$872K +$42.4K +135 +6%
CSIC
739
Clifford Swan Investment Counsel
California
$871K -$2.2K -7 -0.3%
RIA
740
Regal Investment Advisors
Michigan
$861K +$202K +643 +34%
NG
741
Northstar Group
New York
$859K – – –
IWM
742
IHT Wealth Management
Illinois
$858K -$7.53K -24 -0.9%
PCG
743
Prosperity Consulting Group
Maryland
$851K -$40.8K -130 -5%
WIA
744
Westbourne Investment Advisors
Maryland
$849K +$785K +2,500 New
CIA
745
Capital Investment Advisors
Georgia
$843K -$5.96K -19 -0.8%
CC
746
Courier Capital
New York
$839K -$173K -551 -18%
CTC
747
Central Trust Company
Missouri
$834K -$61.5K -196 -7%
SQA
748
Simon Quick Advisors
New Jersey
$829K +$13.5K +43 +2%
HL
749
HeadInvest LLC
Maine
$829K – – –
FWP
750
Falcon Wealth Planning
California
$824K -$10.7K -34 -1%
28 29
30
31 32