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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
751
Old North State Wealth Management
North Carolina
$706K +$2.42K +8 +0.4%
SIC
752
Salem Investment Counselors
North Carolina
$704K – – –
FBB
753
Fulton Breakefield Broenniman
Maryland
$702K -$8.48K -28 -1%
BBA
754
BLB&B Advisors
Pennsylvania
$699K – – –
SAS
755
SMI Advisory Services
Indiana
$696K -$8.78K -29 -1%
SSWM
756
Smith Salley Wealth Management
North Carolina
$696K – – –
HCM
757
Hollencrest Capital Management
California
$694K – – –
RP
758
Riverbridge Partners
Minnesota
$693K – – –
KBFS
759
Kohmann Bosshard Financial Services
Ohio
$693K +$303 +1 +0%
FPF
760
First Pacific Financial
Washington
$692K -$70K -231 -9%
UF
761
Univest Financial
Pennsylvania
$690K +$665K +2,195 New
LWM
762
LongView Wealth Management
Georgia
$687K -$156K -514 -19%
BFA
763
Buttonwood Financial Advisors
Maryland
$684K +$89.3K +295 +16%
TPWA
764
TRUE Private Wealth Advisors
Oregon
$682K -$218K -719 -25%
KCPG
765
Kavar Capital Partners Group
Kansas
$681K – – –
TP
766
Tranquility Partners
Tennessee
$679K +$23.9K +79 +4%
MA
767
MONECO Advisors
Connecticut
$676K +$1.51K +5 +0.2%
DWA
768
Douglass Winthrop Advisors
New York
$670K +$27.9K +92 +5%
SYBT
769
Stock Yards Bank & Trust
Kentucky
$667K +$169K +559 +36%
TW
770
TritonPoint Wealth
Maryland
$666K +$10.3K +34 +2%
LAS
771
LWM Advisory Services
Florida
$665K +$641K +2,115 New
SWA
772
SOA Wealth Advisors
New York
$665K +$606 +2 +0.1%
SWM
773
SeaCrest Wealth Management
New York
$663K +$639K +2,109 New
SWP
774
ShoreHaven Wealth Partners
New Jersey
$663K -$6.36K -21 -1%
SCA
775
STALEY CAPITAL ADVISERS
Pennsylvania
$660K – – –
29 30
31
32 33