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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
826
Delta Investment Management
California
$561K – – –
BW
827
BIP Wealth
Georgia
$560K -$145K -449 -20%
AP
828
Americana Partners
Texas
$559K -$252K -780 -30%
PFP
829
Paragon Financial Partners
California
$558K +$1.29K +4 +0.2%
SF
830
Synovus Financial
Georgia
$556K -$17.1K -53 -3%
FA
831
Fermata Advisors
California
$556K -$38.2K -118 -6%
OWP
832
Obermeyer Wealth Partners
Colorado
$555K +$585K +1,810 New
DPI
833
Diversified Portfolios Inc
Michigan
$550K -$623K -1,926 -52%
WAM
834
WNY Asset Management
New York
$550K -$8.73K -27 -1%
AIA
835
Accelerate Investment Advisors
California
$544K +$276K +855 +93%
MFC
836
Morris Financial Concepts
South Carolina
$544K -$32.3K -100 -5%
PPW
837
PACK Private Wealth
Minnesota
$544K – – –
CWP
838
Corepath Wealth Partners
Arizona
$543K +$606K +1,875 New
ACP
839
Aviance Capital Partners
Florida
$542K +$571K +1,766 New
PI
840
PFG Investments
New York
$540K +$11.6K +36 +2%
SI
841
Scharf Investments
California
$539K -$2.7M -8,356 -83%
AWM
842
AAF Wealth Management
Massachusetts
$539K +$970 +3 +0.2%
KFS
843
Kurt F. Somerville
$535K +$564K +1,744 New
AIP
844
Almanack Investment Partners
Pennsylvania
$531K -$330K -1,022 -37%
PWM
845
Penobscot Wealth Management
Maine
$529K +$157K +486 +39%
KL
846
KilterHowling LLC
Colorado
$527K +$1.29K +4 +0.2%
FWA
847
FORM Wealth Advisors
Wisconsin
$527K +$555K +1,717 New
HFS
848
Heritage Financial Services
Massachusetts
$526K -$16.2K -50 -3%
AFA
849
Avant Financial Advisors
Texas
$525K +$13.3K +41 +2%
MAWA
850
Moss Adams Wealth Advisors
Washington
$525K +$338K +1,046 +157%
32 33
34
35 36