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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
851
Private Portfolio Partners
New Jersey
$222K – – –
GWM
852
Greenhouse Wealth Management
Connecticut
$220K – – –
LMKC
853
L.M. Kohn & Company
Ohio
$220K – – –
PA
854
Procyon Advisors
Connecticut
$218K -$42.1K -192 -15%
CT
855
Cambridge Trust
Massachusetts
$217K – – –
ISL
856
Ingalls & Snyder LLC
New York
$217K +$241K +1,101 New
KF
857
Krilogy Financial
Missouri
$216K – – –
SOAG
858
Silver Oak Advisory Group
Oregon
$216K – – –
AWM
859
Aspire Wealth Management
Massachusetts
$215K – – –
AWA
860
Arete Wealth Advisors
Illinois
$215K +$239K +1,090 New
FAG
861
Financial Advisory Group
Texas
$214K – – –
WCM
862
Wealthcare Capital Management
Virginia
$213K +$237K +1,082 New
AWA
863
Amplius Wealth Advisors
Pennsylvania
$211K -$14K -64 -6%
ZCA
864
Zeke Capital Advisors
Pennsylvania
$211K – – –
BIA
865
Benchmark Investment Advisors
Illinois
$211K +$23.5K +107 +11%
CWM
866
Congress Wealth Management
Massachusetts
$209K – – –
WS
867
Wedbush Securities
California
$208K – – –
EE
868
EWG Elevate
California
$207K – – –
HI
869
Harbour Investments
Wisconsin
$207K – – –
AC
870
AlphaCore Capital
California
$206K – – –
GSIS
871
Global Strategic Investment Solutions
Arizona
$202K – – –
GC
872
Grimes & Company
Massachusetts
$202K +$225K +1,024 New
IAG
873
Investmark Advisory Group
Connecticut
$200K +$1.1K +5 +0.5%
WFA
874
Wellspring Financial Advisors
Ohio
$200K +$1.1K +5 +0.5%
SAM
875
S.A. Mason
Michigan
$197K – – –
33 34
35
36 37