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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
851
Soltis Investment Advisors
Utah
$289K +$40.2K +190 +16%
TP
852
Tranquility Partners
Tennessee
$289K -$13.1K -62 -4%
FFP
853
FourThought Financial Partners
Florida
$286K +$288K +1,359 New
AWA
854
Arete Wealth Advisors
Illinois
$286K +$56.9K +269 +25%
CCG
855
Chatham Capital Group
Georgia
$286K – – –
CWM
856
Congress Wealth Management
Massachusetts
$284K +$61.4K +290 +27%
PPP
857
Private Portfolio Partners
New Jersey
$279K +$42.5K +201 +18%
TCM
858
TD Capital Management
Tennessee
$277K -$516K -2,438 -65%
BFC
859
Bedel Financial Consulting
Indiana
$275K – – –
MYIA
860
Mount Yale Investment Advisors
Colorado
$274K +$276K +1,303 New
GWSA
861
Global Wealth Strategies & Associates
Colorado
$274K +$275K +1,300 New
PWM
862
PBMares Wealth Management
Virginia
$273K – – –
MAS
863
Madden Advisory Services
Florida
$273K – – –
PA
864
Pinnacle Associates
New York
$272K – – –
FAT
865
First American Trust
California
$271K +$23.3K +110 +9%
MWA
866
Moser Wealth Advisors
Washington
$269K -$52.9K -250 -16%
CWM
867
Connecticut Wealth Management
Connecticut
$268K – – –
BWP
868
BSW Wealth Partners
Colorado
$266K – – –
WCM
869
Wealthcare Capital Management
Virginia
$264K +$36.6K +173 +16%
ACM
870
Advisors Capital Management
New Jersey
$264K +$635 +3 +0.2%
ESB
871
Essex Savings Bank
Connecticut
$263K – – –
WCWM
872
Willow Creek Wealth Management
California
$261K – – –
CCMG
873
Clark Capital Management Group
Pennsylvania
$261K – – –
TCA
874
Transcend Capital Advisors
New Jersey
$260K -$15K -71 -5%
VCP
875
Vista Capital Partners
Oregon
$259K – – –
33 34
35
36 37