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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
926
Integrated Investment Consultants
Michigan
$509K – – –
OBWP
927
O'Brien Wealth Partners
Massachusetts
$509K – – –
SL
928
Sentry LLC
Tennessee
$508K +$314 +1 +0.1%
WWM
929
Western Wealth Management
Colorado
$506K – – –
PCP
930
Proficio Capital Partners
Massachusetts
$506K – – –
SWA
931
Sax Wealth Advisors
New Jersey
$502K +$464K +1,478 New
MMHP
932
Murphy Middleton Hinkle & Parker
Georgia
$502K – – –
BWCS
933
Beirne Wealth Consulting Services
Connecticut
$499K +$137K +435 +42%
CWM
934
Cornerstone Wealth Management
Missouri
$497K – – –
CCB
935
Country Club Bank
Missouri
$495K -$14.8K -47 -3%
CA
936
Claro Advisors
Massachusetts
$492K -$63.4K -202 -12%
CWP
937
Curated Wealth Partners
California
$492K – – –
KJHP
938
K.J. Harrison & Partners
Ontario, Canada
$490K – – –
SS
939
Sunbelt Securities
Texas
$488K -$7.85K -25 -2%
AA
940
Ancora Advisors
Ohio
$485K +$137K +435 +44%
SAM
941
Summit Asset Management
Tennessee
$484K – – –
FWP
942
FAS Wealth Partners
Kansas
$483K +$314 +1 +0.1%
CA
943
Clune & Associates
Illinois
$482K -$8.79K -28 -2%
AWA
944
Arbor Wealth Advisors
Michigan
$482K – – –
PCM
945
Pennsylvania Capital Management
Pennsylvania
$482K – – –
LFA
946
LGT Financial Advisors
Texas
$481K -$11.9K -38 -3%
WIA
947
World Investment Advisors
California
$480K -$4.39K -14 -1%
CA
948
Crewe Advisors
Utah
$480K +$172K +549 +63%
BWP
949
BSW Wealth Partners
Colorado
$477K – – –
RA
950
Ruggaard & Associates
Ohio
$477K -$47.4K -151 -10%
36 37
38
39 40