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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
SeaCrest Wealth Management
New York
$547K -$22.6K -72 -4%
FMTC
902
Farmers & Merchants Trust Company
California
$544K – – –
SC
903
Syon Capital
California
$543K +$502K +1,600 New
SWRP
904
Summit Wealth & Retirement Planning
California
$543K – – –
PSIWM
905
Paradigm Strategies in Wealth Management
Minnesota
$543K -$10K -32 -2%
IWM
906
Iams Wealth Management
Nebraska
$529K +$489K +1,559 New
FFA
907
Founders Financial Alliance
North Carolina
$528K -$22.6K -72 -4%
CNBT
908
Canandaigua National Bank & Trust
New York
$528K – – –
MAM
909
Madison Asset Management
Wisconsin
$527K +$67.8K +216 +16%
PWPS
910
Pinnacle Wealth Planning Services
Ohio
$527K -$3.45K -11 -0.7%
APG
911
Abacus Planning Group
South Carolina
$525K -$9.73K -31 -2%
NCM
912
Northside Capital Management
Oregon
$525K – – –
WP
913
WealthPLAN Partners
Nebraska
$524K -$23.9K -76 -5%
AFP
914
Ausdal Financial Partners
Iowa
$522K +$226K +721 +88%
HCP
915
Holt Capital Partners
Texas
$521K – – –
UB
916
Umpqua Bank
Oregon
$520K +$166K +528 +53%
PWP
917
Prasad Wealth Partners
Ohio
$519K +$1.26K +4 +0.3%
GWM
918
Geneos Wealth Management
Colorado
$518K +$69.7K +222 +17%
MAS
919
Madden Advisory Services
Florida
$517K – – –
NAM
920
NTV Asset Management
West Virginia
$516K +$196K +625 +70%
MCM
921
Maple Capital Management
Vermont
$515K – – –
RW
922
Ridgeline Wealth
Arizona
$515K -$12.9K -41 -3%
SF
923
Synovus Financial
Georgia
$513K -$95.1K -303 -17%
FNB
924
Farmers National Bank
Kentucky
$511K – – –
JC
925
JB Capital
Connecticut
$509K +$3.14K +10 +0.7%
35 36
37
38 39