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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
NLP
776
Next Level Private
New York
$764K +$1.88K +6 +0.3%
SIC
777
Salem Investment Counselors
North Carolina
$761K – – –
HG
778
Harbor Group
New Hampshire
$757K -$7.85K -25 -1%
BBA
779
BLB&B Advisors
Pennsylvania
$755K – – –
PF
780
PlanWiser Financial
Colorado
$754K -$62.5K -199 -8%
CSP
781
Cary Street Partners
Virginia
$753K +$97K +309 +16%
HCM
782
Hollencrest Capital Management
California
$750K – – –
KBFS
783
Kohmann Bosshard Financial Services
Ohio
$749K – – –
FAT
784
First American Trust
California
$746K -$11.3K -36 -2%
LAS
785
LWM Advisory Services
Florida
$746K -$1.57K -5 -0.2%
SIM
786
Synergy Investment Management
Florida
$745K – – –
UF
787
Univest Financial
Pennsylvania
$743K +$8.16K +26 +1%
BFA
788
Buttonwood Financial Advisors
Maryland
$739K +$8.16K +26 +1%
KCPG
789
Kavar Capital Partners Group
Kansas
$736K – – –
TW
790
TritonPoint Wealth
Maryland
$728K +$1.26K +4 +0.2%
IA
791
IFS Advisors
Kansas
$727K -$5.65K -18 -0.8%
UAS
792
United Asset Strategies
New York
$725K -$14.4K -46 -2%
EB
793
Eastern Bank
Massachusetts
$725K – – –
WIM
794
WealthPlan Investment Management
Nebraska
$722K +$667K +2,125 New
SWA
795
SOA Wealth Advisors
New York
$720K +$628 +2 +0.1%
PGA
796
Portland Global Advisors
Maine
$719K +$665K +2,117 New
MA
797
MONECO Advisors
Connecticut
$718K -$8.79K -28 -1%
BF
798
Blankinship & Foster
California
$717K – – –
SCA
799
STALEY CAPITAL ADVISERS
Pennsylvania
$713K – – –
JWM
800
JPL Wealth Management
Colorado
$713K – – –
30 31
32
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