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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
751
Gill Capital Partners
Colorado
$273K +$1.18K +5 +0.4%
NFG
752
Next Financial Group
Texas
$272K +$133K +564 +101%
BIA
753
Bigelow Investment Advisors
Maine
$271K – – –
IP
754
Isthmus Partners
Wisconsin
$271K – – –
GWM
755
Greenhouse Wealth Management
Connecticut
$268K +$942 +4 +0.4%
RMCM
756
Reynders McVeigh Capital Management
Massachusetts
$267K +$260K +1,102 New
KF
757
Krilogy Financial
Missouri
$266K – – –
BHB
758
Bank Hapoalim BM
Israel
$263K – – –
HFS
759
Howard Financial Services
Texas
$263K – – –
SAG
760
Spotlight Asset Group
Illinois
$263K +$35.3K +150 +16%
AIM
761
Arcadia Investment Management
Michigan
$263K +$143K +607 +126%
CCP
762
Corient Capital Partners
California
$260K – – –
SFG
763
SNS Financial Group
Minnesota
$260K – – –
ZCA
764
Zeke Capital Advisors
Pennsylvania
$259K – – –
FAG
765
Financial Advisory Group
Texas
$259K +$1.41K +6 +0.6%
TCPWM
766
Traverso Chambers Private Wealth Management
California
$256K -$2.83K -12 -1%
KCM
767
Kanawha Capital Management
Virginia
$254K -$9.42K -40 -4%
AC
768
AlphaCore Capital
California
$253K – – –
AAM
769
Aureus Asset Management
Massachusetts
$253K – – –
AAS
770
Annex Advisory Services
Wisconsin
$251K – – –
SC
771
Savant Capital
Illinois
$251K – – –
VWM
772
Venturi Wealth Management
Texas
$250K -$247K -1,050 -50%
WA
773
WestEnd Advisors
North Carolina
$247K -$240K -1,019 Closed
PFA
774
Pure Financial Advisors
California
$246K -$4.95K -21 -2%
GP
775
Geneva Partners
Wisconsin
$246K +$236 +1 +0.1%
29 30
31
32 33