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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
926
V2 Financial group
Illinois
$315K – – –
WCWM
927
Willow Creek Wealth Management
California
$312K – – –
VCP
928
Vista Capital Partners
Oregon
$310K – – –
WS
929
Wedbush Securities
California
$308K +$25.2K +103 +10%
EWM
930
EPG Wealth Management
Georgia
$307K -$6.12K -25 -2%
QPWM
931
Quadrant Private Wealth Management
Pennsylvania
$304K +$284K +1,158 New
BEAM
932
Baker Ellis Asset Management
Washington
$302K – – –
HWMA
933
Heritage Wealth Management (Arizona)
Arizona
$302K +$282K +1,150 New
SEIA
934
Signature Estate & Investment Advisors
California
$299K – – –
ESB
935
Essex Savings Bank
Connecticut
$298K -$24.5K -100 -8%
GAA
936
Guardian Asset Advisors
Pennsylvania
$297K +$277K +1,132 New
AIM
937
Anchor Investment Management
South Carolina
$296K +$216K +881 +357%
GWM
938
Greenhouse Wealth Management
Connecticut
$295K +$979 +4 +0.4%
TCPWM
939
Traverso Chambers Private Wealth Management
California
$295K – – –
MWM
940
Modern Wealth Management
Kansas
$294K +$274K +1,121 New
EWA
941
Encompass Wealth Advisors
Oregon
$294K – – –
TCA
942
Transcend Capital Advisors
New Jersey
$293K -$83.5K -341 -23%
AA
943
Alesco Advisors
New York
$292K – – –
MWP
944
Meridian Wealth Partners
Pennsylvania
$291K – – –
CTWM
945
Cherry Tree Wealth Management
Minnesota
$289K -$21.1K -86 -7%
GJWM
946
Gilliland Jeter Wealth Management
Arkansas
$288K +$269K +1,100 New
PI
947
PFG Investments
New York
$287K -$74.7K -305 -22%
SOAG
948
Silver Oak Advisory Group
Oregon
$287K – – –
AWM
949
Aspire Wealth Management
Massachusetts
$286K – – –
NRC
950
New Republic Capital
North Carolina
$285K – – –
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