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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
826
Security National Bank
Nebraska
$654K – – –
CPG
827
Cornerstone Planning Group
New Jersey
$647K -$91.3K -291 -13%
MBTD
828
Mechanics Bank - Trust Department
California
$645K – – –
CFG
829
Carter Financial Group
Illinois
$641K +$592K +1,887 New
AWA
830
Alta Wealth Advisors
Massachusetts
$641K +$356K +1,135 +151%
SI
831
Scharf Investments
California
$641K +$40.5K +129 +7%
GRA
832
Golden Road Advisors
Florida
$639K – – –
PMFA
833
Plante Moran Financial Advisors
Michigan
$637K +$121K +386 +26%
GWM
834
Global Wealth Management
New Jersey
$634K +$1.57K +5 +0.3%
LC
835
LCNB Corp
Ohio
$633K – – –
MMA
836
Miracle Mile Advisors
California
$632K +$374K +1,190 +177%
HCA
837
Heck Capital Advisors
Wisconsin
$632K +$584K +1,860 New
NHC
838
Nicholas Hoffman & Company
Georgia
$632K -$5.65K -18 -1%
JAG
839
Journey Advisory Group
Kentucky
$630K – – –
FAM
840
Forte Asset Management
New York
$630K – – –
CWM
841
Cahaba Wealth Management
Georgia
$629K +$628 +2 +0.1%
NME
842
Notis-McConarty Edward
$628K -$78.5K -250 -12%
GKWIM
843
Gerber Kawasaki Wealth & Investment Management
California
$628K +$102K +324 +21%
HFRG
844
Houlihan Financial Resource Group
Virginia
$628K – – –
PFGIA
845
Patriot Financial Group Insurance Agency
Massachusetts
$628K +$54.6K +174 +10%
PA
846
Pinnacle Associates
New York
$627K – – –
SEIA
847
Signature Estate & Investment Advisors
California
$625K +$59.3K +189 +11%
CCIA
848
Cherry Creek Investment Advisors
Colorado
$625K +$1.26K +4 +0.2%
USCWA
849
U.S. Capital Wealth Advisors
Texas
$623K -$19.8K -63 -3%
MWA
850
Moser Wealth Advisors
Washington
$621K – – –
32 33
34
35 36