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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
876
ARQ Wealth Advisors
Arizona
$398K +$379K +1,382 New
RWMG
877
Redwood Wealth Management Group
New Jersey
$393K -$68.2K -249 -15%
MTIC
878
Missouri Trust & Investment Company
Missouri
$393K -$27.4K -100 -7%
CCG
879
Chatham Capital Group
Georgia
$391K – – –
CWM
880
Cornerstone Wealth Management
Missouri
$390K – – –
SI
881
Scharf Investments
California
$389K -$347K -1,267 -48%
USB
882
Union Savings Bank
Connecticut
$387K – – –
LWMG
883
Levy Wealth Management Group
Pennsylvania
$385K – – –
BWL
884
Bogart Wealth LLC
Virginia
$385K +$9.04K +33 +3%
PAMG
885
Patton Albertson Miller Group
Tennessee
$379K -$4.11K -15 -1%
BWCS
886
Beirne Wealth Consulting Services
Connecticut
$379K +$6.85K +25 +2%
FAT
887
First American Trust
California
$378K – – –
LMKC
888
L.M. Kohn & Company
Ohio
$378K -$6.03K -22 -2%
TCM
889
Traynor Capital Management
Pennsylvania
$376K – – –
PCM
890
Pointe Capital Management
Michigan
$374K – – –
PWM
891
PBMares Wealth Management
Virginia
$373K – – –
PCM
892
Pennsylvania Capital Management
Pennsylvania
$369K -$2.73M -9,945 -89%
AAS
893
Ameritas Advisory Services
Nebraska
$366K -$30.7K -112 -8%
TWM
894
Tradition Wealth Management
Minnesota
$364K +$346K +1,263 New
AAS
895
Annex Advisory Services
Wisconsin
$363K – – –
WFA
896
Wellspring Financial Advisors
Ohio
$362K +$61.4K +224 +22%
FM
897
Foster & Motley
Ohio
$362K +$274 +1 +0.1%
MIFH
898
Migdal Insurance & Financial Holdings
Israel
$358K -$53.7K -196 -14%
AB
899
Atlas Brown
Kentucky
$357K – – –
GWM
900
Geneos Wealth Management
Colorado
$356K +$274 +1 +0.1%
34 35
36
37 38