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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
751
StoneX Group
New York
$698K +$970 +3 +0.1%
HPC
752
HM Payson & Co
Maine
$697K -$42K -130 -5%
ONSWM
753
Old North State Wealth Management
North Carolina
$692K +$1.94K +6 +0.3%
HG
754
Harbor Group
New Hampshire
$692K +$101K +313 +16%
WJA
755
Willis Johnson & Associates
Texas
$690K +$69.5K +215 +11%
NLP
756
Next Level Private
New York
$689K -$2.91K -9 -0.4%
SIC
757
Salem Investment Counselors
North Carolina
$687K – – –
FAT
758
First American Trust
California
$685K -$7.11K -22 -1%
TP
759
Tranquility Partners
Tennessee
$682K +$55.9K +173 +8%
BBA
760
BLB&B Advisors
Pennsylvania
$682K – – –
HCM
761
Hollencrest Capital Management
California
$677K – – –
KBFS
762
Kohmann Bosshard Financial Services
Ohio
$676K – – –
LAS
763
LWM Advisory Services
Florida
$675K -$19.7K -61 -3%
SIM
764
Synergy Investment Management
Florida
$673K -$10.3K -32 -1%
UAS
765
United Asset Strategies
New York
$669K +$7.44K +23 +1%
KCPG
766
Kavar Capital Partners Group
Kansas
$665K – – –
UF
767
Univest Financial
Pennsylvania
$663K – – –
IA
768
IFS Advisors
Kansas
$662K -$21K -65 -3%
BFA
769
Buttonwood Financial Advisors
Maryland
$660K – – –
MA
770
MONECO Advisors
Connecticut
$657K +$1.62K +5 +0.2%
TW
771
TritonPoint Wealth
Maryland
$657K +$970 +3 +0.1%
EB
772
Eastern Bank
Massachusetts
$655K -$24.6K -76 -3%
DWA
773
Douglass Winthrop Advisors
New York
$654K – – –
CF
774
Centaurus Financial
California
$652K +$15.2K +47 +2%
SWA
775
SOA Wealth Advisors
New York
$650K +$647 +2 +0.1%
29 30
31
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