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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
851
Marks Group Wealth Management
Minnesota
$524K – – –
SIA
852
Schechter Investment Advisors
Michigan
$521K – – –
AC
853
AlphaCore Capital
California
$519K +$547K +1,693 New
TWM
854
Tolleson Wealth Management
Texas
$518K – – –
1SB
855
1ST Source Bank
Indiana
$517K +$85.7K +265 +19%
SWM
856
SeaCrest Wealth Management
New York
$516K -$140K -432 -20%
PFGIA
857
Patriot Financial Group Insurance Agency
Massachusetts
$514K +$192K +594 +55%
GG
858
Greenwood Gearhart
Arkansas
$513K – – –
CC
859
Callan Capital
California
$509K +$3.23K +10 +0.6%
PAM
860
Palisade Asset Management
Minnesota
$509K – – –
NBWM
861
North Berkeley Wealth Management
California
$509K – – –
SEIA
862
Signature Estate & Investment Advisors
California
$507K +$323 +1 +0.1%
CA
863
Claro Advisors
Massachusetts
$507K +$208K +642 +64%
PPH
864
Pure Portfolios Holdings
Oregon
$507K -$6.14K -19 -1%
FPW
865
Flagship Private Wealth
Massachusetts
$507K +$970 +3 +0.2%
LFG
866
Larson Financial Group
Missouri
$506K +$20.4K +63 +4%
SPWG
867
Sage Private Wealth Group
Illinois
$506K +$4.85K +15 +0.9%
SFGP
868
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$505K – – –
MMHP
869
Murphy Middleton Hinkle & Parker
Georgia
$502K – – –
LL
870
LPWM LLC
Minnesota
$501K -$1.94K -6 -0.4%
GSEP
871
Golden State Equity Partners
California
$501K +$1.29K +4 +0.2%
FBB
872
Fulton Breakefield Broenniman
Maryland
$500K -$190K -587 -26%
PSIWM
873
Paradigm Strategies in Wealth Management
Minnesota
$500K – – –
AMBIA
874
Allen Mooney & Barnes Investment Advisors
Georgia
$499K +$1.29K +4 +0.2%
FFA
875
Founders Financial Alliance
North Carolina
$499K -$1.29K -4 -0.2%
33 34
35
36 37