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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
851
Alera Investment Advisors
Illinois
$477K +$15.5K +54 +3%
SWRP
852
Summit Wealth & Retirement Planning
California
$476K – – –
SF
853
Synovus Financial
Georgia
$475K -$2.3K -8 -0.5%
SPFA
854
Summit Place Financial Advisors
New Jersey
$471K -$39K -136 -8%
APG
855
Abacus Planning Group
South Carolina
$470K – – –
AAM
856
Aureus Asset Management
Massachusetts
$469K -$119K -414 -21%
GSEP
857
Golden State Equity Partners
California
$469K +$453K +1,577 New
OBWP
858
O'Brien Wealth Partners
Massachusetts
$468K – – –
BTI
859
Blue Trust Inc
Georgia
$468K +$269K +938 +137%
SYBT
860
Stock Yards Bank & Trust
Kentucky
$465K – – –
USCWA
861
U.S. Capital Wealth Advisors
Texas
$463K – – –
RA
862
Ruggaard & Associates
Ohio
$463K – – –
BFA
863
Beaumont Financial Advisors
Massachusetts
$461K -$10K -35 -2%
GKWIM
864
Gerber Kawasaki Wealth & Investment Management
California
$460K +$32.2K +112 +8%
HCP
865
Holt Capital Partners
Texas
$457K – – –
PMFA
866
Plante Moran Financial Advisors
Michigan
$456K – – –
PWLP
867
Prio Wealth Limited Partnership
Massachusetts
$454K – – –
MAS
868
Madden Advisory Services
Florida
$453K – – –
SIA
869
Schechter Investment Advisors
Michigan
$452K – – –
WWM
870
Western Wealth Management
Colorado
$450K -$460K -1,601 -51%
SL
871
Sentry LLC
Tennessee
$444K +$287 +1 +0.1%
PCP
872
Proficio Capital Partners
Massachusetts
$443K -$8.61K -30 -2%
DAS
873
Diversify Advisory Services
Utah
$438K +$861 +3 +0.2%
AWM
874
Apollon Wealth Management
South Carolina
$438K -$40.2K -140 -9%
SEIA
875
Signature Estate & Investment Advisors
California
$436K +$92.7K +323 +28%
33 34
35
36 37