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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
COI
826
Connable Office Inc
Michigan
$636K +$639K +1,973 New
NWWA
827
New Wave Wealth Advisors
Arkansas
$629K +$16.5K +51 +3%
HG
828
Harbor Group
New Hampshire
$626K -$10K -31 -2%
FA
829
Fermata Advisors
California
$621K -$321K -992 -34%
IAIM
830
International Assets Investment Management
Florida
$617K -$2.27K -7 -0.4%
BOC
831
Blue Oak Capital
California
$614K +$618K +1,907 New
MBTD
832
Mechanics Bank - Trust Department
California
$612K – – –
GRA
833
Golden Road Advisors
Florida
$606K – – –
MFC
834
Morris Financial Concepts
South Carolina
$603K -$1.94K -6 -0.3%
SF
835
Synovus Financial
Georgia
$602K +$30.8K +95 +5%
LC
836
LCNB Corp
Ohio
$601K -$64.8K -200 -10%
NHC
837
Nicholas Hoffman & Company
Georgia
$600K +$5.83K +18 +1%
ZF
838
Zhang Financial
Michigan
$598K – – –
FAM
839
Forte Asset Management
New York
$598K – – –
PA
840
Pinnacle Associates
New York
$595K +$73.5K +227 +14%
GWM
841
Global Wealth Management
New Jersey
$592K +$1.62K +5 +0.3%
CCIA
842
Cherry Creek Investment Advisors
Colorado
$590K +$1.3K +4 +0.2%
DIM
843
Delta Investment Management
California
$589K – – –
SCP
844
Silverleafe Capital Partners
Tennessee
$587K +$648 +2 +0.1%
WAM
845
WNY Asset Management
New York
$586K +$2.59K +8 +0.4%
PFP
846
Paragon Financial Partners
California
$585K -$30.8K -95 -5%
MWA
847
Moser Wealth Advisors
Washington
$581K +$14.9K +46 +3%
PPW
848
PACK Private Wealth
Minnesota
$571K – – –
WP
849
WealthShield Partners
North Carolina
$569K +$518K +1,600 +958%
HFS
850
Heritage Financial Services
Massachusetts
$569K – – –
32 33
34
35 36