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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TP
776
Tranquility Partners
Tennessee
$767K +$11K +35 +2%
NLP
777
Next Level Private
New York
$764K +$1.88K +6 +0.3%
SIC
778
Salem Investment Counselors
North Carolina
$761K – – –
HG
779
Harbor Group
New Hampshire
$757K -$7.85K -25 -1%
BBA
780
BLB&B Advisors
Pennsylvania
$755K – – –
PF
781
PlanWiser Financial
Colorado
$754K -$62.5K -199 -8%
CSP
782
Cary Street Partners
Virginia
$753K +$97K +309 +16%
HCM
783
Hollencrest Capital Management
California
$750K – – –
KBFS
784
Kohmann Bosshard Financial Services
Ohio
$749K – – –
FAT
785
First American Trust
California
$746K -$11.3K -36 -2%
LAS
786
LWM Advisory Services
Florida
$746K -$1.57K -5 -0.2%
SIM
787
Synergy Investment Management
Florida
$745K – – –
UF
788
Univest Financial
Pennsylvania
$743K +$8.16K +26 +1%
BFA
789
Buttonwood Financial Advisors
Maryland
$739K +$8.16K +26 +1%
KCPG
790
Kavar Capital Partners Group
Kansas
$736K – – –
TW
791
TritonPoint Wealth
Maryland
$728K +$1.26K +4 +0.2%
IA
792
IFS Advisors
Kansas
$727K -$5.65K -18 -0.8%
UAS
793
United Asset Strategies
New York
$725K -$14.4K -46 -2%
EB
794
Eastern Bank
Massachusetts
$725K – – –
WIM
795
WealthPlan Investment Management
Nebraska
$722K +$667K +2,125 New
SWA
796
SOA Wealth Advisors
New York
$720K +$628 +2 +0.1%
PGA
797
Portland Global Advisors
Maine
$719K +$665K +2,117 New
MA
798
MONECO Advisors
Connecticut
$718K -$8.79K -28 -1%
BF
799
Blankinship & Foster
California
$717K – – –
SCA
800
STALEY CAPITAL ADVISERS
Pennsylvania
$713K – – –
30 31
32
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