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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
851
Delta Investment Management
California
$621K – – –
PFP
852
Paragon Financial Partners
California
$619K +$942 +3 +0.2%
AP
853
Americana Partners
Texas
$619K – – –
ACM
854
Alcosta Capital Management
California
$617K -$11K -35 -2%
FA
855
Fermata Advisors
California
$615K – – –
AAP
856
Arax Advisory Partners
Colorado
$615K – – –
QPWM
857
Quadrant Private Wealth Management
Pennsylvania
$613K +$62.8K +200 +12%
HFS
858
Heritage Financial Services
Massachusetts
$611K +$26.1K +83 +5%
LL
859
LPWM LLC
Minnesota
$611K +$51.8K +165 +10%
BW
860
BIP Wealth
Georgia
$610K -$8.79K -28 -2%
TPWA
861
TRUE Private Wealth Advisors
Oregon
$610K -$93.5K -298 -14%
DPI
862
Diversified Portfolios Inc
Michigan
$609K – – –
SFC
863
Sprinkle Financial Consultants
Colorado
$607K -$16.6K -53 -3%
AAS
864
Annex Advisory Services
Wisconsin
$605K -$947K -3,016 -63%
SYBT
865
Stock Yards Bank & Trust
Kentucky
$602K -$30.1K -96 -5%
PPW
866
PACK Private Wealth
Minnesota
$602K – – –
VCA
867
Verdence Capital Advisors
Maryland
$600K -$28.9K -92 -5%
ACP
868
Aviance Capital Partners
Florida
$600K – – –
WAM
869
WNY Asset Management
New York
$597K -$10.4K -33 -2%
AWM
870
AAF Wealth Management
Massachusetts
$597K +$942 +3 +0.2%
OPCM
871
Osborne Partners Capital Management
California
$596K -$70.6K -225 -11%
PI
872
PFG Investments
New York
$593K -$4.39K -14 -0.8%
KFS
873
Kurt F. Somerville
$592K – – –
AIP
874
Almanack Investment Partners
Pennsylvania
$588K – – –
SIA
875
Soltis Investment Advisors
Utah
$586K +$31.4K +100 +6%
33 34
35
36 37