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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
801
Delta Investment Management
California
$527K +$1.64K +6 +0.3%
AP
802
Americana Partners
Texas
$525K – – –
CCIA
803
Cherry Creek Investment Advisors
Colorado
$525K +$1.1K +4 +0.2%
PI
804
PFG Investments
New York
$522K +$196K +716 +65%
LFA
805
LGT Financial Advisors
Texas
$522K -$17.5K -64 -3%
BCP
806
Berkeley Capital Partners
Georgia
$518K -$110K -400 -18%
KV
807
Kickstand Ventures
New York
$518K -$94K -343 -16%
MWA
808
Moser Wealth Advisors
Washington
$518K +$229K +834 +87%
1SB
809
1ST Source Bank
Indiana
$513K +$35.1K +128 +8%
PPW
810
PACK Private Wealth
Minnesota
$510K – – –
HFS
811
Heritage Financial Services
Massachusetts
$509K -$146K -533 -23%
SCP
812
Silverleafe Capital Partners
Tennessee
$508K +$548 +2 +0.1%
CT
813
Cambridge Trust
Massachusetts
$507K +$110K +403 +30%
GG
814
Greenwood Gearhart
Arkansas
$499K – – –
VA
815
Valmark Advisers
Ohio
$497K -$9.04K -33 -2%
FTDI
816
First Trust Direct Indexing
Massachusetts
$497K +$216K +788 +84%
SPFA
817
Summit Place Financial Advisors
New Jersey
$495K -$16.4K -60 -3%
IW
818
Imprint Wealth
South Carolina
$493K +$146K +531 +45%
WA
819
Wealth Alliance
New York
$492K -$482K -1,759 -51%
NFC
820
Northeast Financial Consultants
Connecticut
$492K +$51.5K +188 +12%
FNB
821
Farmers National Bank
Kentucky
$490K – – –
SF
822
Summit Financial
New Jersey
$489K -$690K -2,518 -60%
CCG
823
Catalina Capital Group
California
$487K +$226K +825 +95%
TWM
824
Tolleson Wealth Management
Texas
$487K – – –
KLI
825
Kelman-Lazarov Inc
Tennessee
$486K +$12.9K +47 +3%
31 32
33
34 35