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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
926
Summit Asset Management
Tennessee
$315K – – –
VFG
927
V2 Financial group
Illinois
$315K – – –
WCWM
928
Willow Creek Wealth Management
California
$312K – – –
VCP
929
Vista Capital Partners
Oregon
$310K – – –
WS
930
Wedbush Securities
California
$308K +$25.2K +103 +10%
EWM
931
EPG Wealth Management
Georgia
$307K -$6.12K -25 -2%
QPWM
932
Quadrant Private Wealth Management
Pennsylvania
$304K +$284K +1,158 New
BEAM
933
Baker Ellis Asset Management
Washington
$302K – – –
HWMA
934
Heritage Wealth Management (Arizona)
Arizona
$302K +$282K +1,150 New
SEIA
935
Signature Estate & Investment Advisors
California
$299K – – –
ESB
936
Essex Savings Bank
Connecticut
$298K -$24.5K -100 -8%
GAA
937
Guardian Asset Advisors
Pennsylvania
$297K +$277K +1,132 New
AIM
938
Anchor Investment Management
South Carolina
$296K +$216K +881 +357%
GWM
939
Greenhouse Wealth Management
Connecticut
$295K +$979 +4 +0.4%
TCPWM
940
Traverso Chambers Private Wealth Management
California
$295K – – –
MWM
941
Modern Wealth Management
Kansas
$294K +$274K +1,121 New
EWA
942
Encompass Wealth Advisors
Oregon
$294K – – –
TCA
943
Transcend Capital Advisors
New Jersey
$293K -$83.5K -341 -23%
AA
944
Alesco Advisors
New York
$292K – – –
MWP
945
Meridian Wealth Partners
Pennsylvania
$291K – – –
CTWM
946
Cherry Tree Wealth Management
Minnesota
$289K -$21.1K -86 -7%
GJWM
947
Gilliland Jeter Wealth Management
Arkansas
$288K +$269K +1,100 New
PI
948
PFG Investments
New York
$287K -$74.7K -305 -22%
SOAG
949
Silver Oak Advisory Group
Oregon
$287K – – –
AWM
950
Aspire Wealth Management
Massachusetts
$286K – – –
36 37
38
39 40