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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
NWWA
826
New Wave Wealth Advisors
Arkansas
$519K +$501K +1,744 New
GG
827
Greenwood Gearhart
Arkansas
$516K – – –
VA
828
Valmark Advisers
Ohio
$514K +$574 +2 +0.1%
PA
829
Pinnacle Associates
New York
$511K +$28.4K +99 +6%
GI
830
GLOBALT Investments
Georgia
$510K +$57.7K +201 +13%
GC
831
Grimes & Company
Massachusetts
$509K +$56.6K +197 +13%
WP
832
WealthPLAN Partners
Nebraska
$507K +$10K +35 +2%
FNB
833
Farmers National Bank
Kentucky
$506K – – –
CCG
834
Catalina Capital Group
California
$503K – – –
TWM
835
Tolleson Wealth Management
Texas
$503K – – –
KLI
836
Kelman-Lazarov Inc
Tennessee
$502K – – –
AWA
837
Arbor Wealth Advisors
Michigan
$501K – – –
KL
838
KilterHowling LLC
Colorado
$500K +$1.15K +4 +0.2%
LL
839
LPWM LLC
Minnesota
$500K -$287 -1 -0.1%
CCB
840
Country Club Bank
Missouri
$495K -$90.4K -315 -16%
PAM
841
Palisade Asset Management
Minnesota
$494K – – –
HCM
842
Highview Capital Management
Illinois
$494K – – –
SS
843
Sunbelt Securities
Texas
$493K +$10.9K +38 +2%
FPW
844
Flagship Private Wealth
Massachusetts
$491K +$574 +2 +0.1%
MMHP
845
Murphy Middleton Hinkle & Parker
Georgia
$486K -$14.4K -50 -3%
PSIWM
846
Paradigm Strategies in Wealth Management
Minnesota
$485K – – –
TWM
847
Thrive Wealth Management
Pennsylvania
$484K +$39.3K +137 +9%
BDF
848
Black Diamond Financial
Maryland
$481K +$228K +794 +96%
CNBT
849
Canandaigua National Bank & Trust
New York
$478K +$461K +1,605 New
FMTC
850
Farmers & Merchants Trust Company
California
$477K +$460K +1,603 New
32 33
34
35 36