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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
876
Grimes & Company
Massachusetts
$470K -$65.4K -216 -13%
SL
877
Sentry LLC
Tennessee
$470K +$303 +1 +0.1%
PCP
878
Proficio Capital Partners
Massachusetts
$468K – – –
SEIA
879
Signature Estate & Investment Advisors
California
$461K +$303 +1 +0.1%
PMFA
880
Plante Moran Financial Advisors
Michigan
$458K -$23.3K -77 -5%
BCP
881
Berkeley Capital Partners
Georgia
$456K – – –
CWP
882
Curated Wealth Partners
California
$456K – – –
AAM
883
AMI Asset Management
California
$455K +$439K +1,449 New
LFG
884
Larson Financial Group
Missouri
$452K +$182K +602 +72%
FWP
885
FAS Wealth Partners
Kansas
$451K +$303 +1 +0.1%
PCM
886
Pointe Capital Management
Michigan
$450K +$40.3K +133 +10%
TCM
887
TD Capital Management
Tennessee
$448K +$606 +2 +0.1%
SAM
888
Summit Asset Management
Tennessee
$448K – – –
JGCM
889
Joseph Group Capital Management
Ohio
$446K – – –
PCM
890
Pennsylvania Capital Management
Pennsylvania
$446K +$41.8K +138 +11%
BWP
891
BSW Wealth Partners
Colorado
$442K – – –
GWSA
892
Global Wealth Strategies & Associates
Colorado
$440K – – –
DAS
893
Diversify Advisory Services
Utah
$439K -$21.5K -71 -5%
AWA
894
ARQ Wealth Advisors
Arizona
$436K – – –
PPP
895
Private Portfolio Partners
New Jersey
$435K +$419K +1,385 New
TLFA
896
True Link Financial Advisors
California
$431K -$303K -1,002 -42%
CCG
897
Chatham Capital Group
Georgia
$427K – – –
CWM
898
Cornerstone Wealth Management
Missouri
$425K -$2.73K -9 -0.7%
PA
899
Pinnacle Associates
New York
$425K -$30K -99 -6%
LWMM
900
Legacy Wealth Management (Mississippi)
Mississippi
$418K – – –
34 35
36
37 38