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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
NBWM
926
North Berkeley Wealth Management
California
$628K -$13.7K -37 -2%
FBB
927
Fulton Breakefield Broenniman
Maryland
$624K +$37K +100 +6%
ITG
928
Index Technologies Group
New York
$623K +$618K +1,668 New
USCWA
929
U.S. Capital Wealth Advisors
Texas
$620K -$33.3K -90 -5%
TPWA
930
TRUE Private Wealth Advisors
Oregon
$618K -$51.5K -139 -8%
PFGIA
931
Patriot Financial Group Insurance Agency
Massachusetts
$617K -$83.7K -226 -12%
DAS
932
Diversify Advisory Services
Utah
$615K +$370 +1 +0.1%
SFGP
933
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$615K – – –
PWPS
934
Pinnacle Wealth Planning Services
Ohio
$615K – – –
MWMDPGFG
935
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$614K +$609K +1,644 New
YAIA
936
Yanni & Associates Investment Advisors
Pennsylvania
$614K +$609K +1,643 New
AMBIA
937
Allen Mooney & Barnes Investment Advisors
Georgia
$613K +$1.85K +5 +0.3%
PPH
938
Pure Portfolios Holdings
Oregon
$610K -$5.56K -15 -0.9%
VDBMI
939
Van Den Berg Management I
Texas
$606K +$601K +1,622 New
HFO
940
Heritage Family Offices
Arizona
$605K +$600K +1,621 New
PHIC
941
Pine Haven Investment Counsel
Massachusetts
$605K -$3.7K -10 -0.6%
BDF
942
Black Diamond Financial
Maryland
$604K – – –
TP
943
TritonPoint Partners
Maryland
$601K +$596K +1,609 New
MWA
944
Midland Wealth Advisors
Illinois
$600K – – –
NME
945
Notis-McConarty Edward
$598K -$18.5K -50 -3%
SC
946
Syon Capital
California
$598K – – –
SWRP
947
Summit Wealth & Retirement Planning
California
$597K – – –
PSIWM
948
Paradigm Strategies in Wealth Management
Minnesota
$597K – – –
IIC
949
Integrated Investment Consultants
Michigan
$597K +$14.8K +40 +3%
SAS
950
SMI Advisory Services
Indiana
$594K -$118K -318 -17%
36 37
38
39 40