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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
951
AssuredPartners Investment Advisors
Florida
$488K -$13K -37 -3%
MAG
952
M3 Advisory Group
Massachusetts
$488K +$1.06K +3 +0.2%
CBA
953
Coastal Bridge Advisors
Connecticut
$488K -$363K -1,031 -44%
KFC
954
Klingenstein Fields & Co
New York
$488K +$185K +524 +65%
BTI
955
Blue Trust Inc
Georgia
$482K -$5.28K -15 -1%
SVWG
956
Shared Vision Wealth Group
United States
$479K – – –
PAMG
957
Patton Albertson Miller Group
Tennessee
$478K – – –
PWM
958
Prosperity Wealth Management
California
$477K -$3.17K -9 -0.7%
CSP
959
Cary Street Partners
Virginia
$477K -$322K -914 -41%
WIA
960
Wetzel Investment Advisors
Indiana
$475K – – –
FW
961
FullCircle Wealth
Texas
$475K -$11.6K -33 -3%
RA
962
RFG Advisory
Alabama
$472K -$3.87K -11 -0.8%
MCM
963
Maple Capital Management
Vermont
$471K -$80.7K -229 -15%
NAS
964
Nicolet Advisory Services
Wisconsin
$471K -$10.6K -30 -2%
AMG
965
Asset Management Group
Connecticut
$468K +$1.06K +3 +0.2%
BIG
966
Brooklyn Investment Group
New York
$468K – – –
ASW
967
Astoria Strategic Wealth
Texas
$462K – – –
EMC
968
Everest Management Corp
California
$460K – – –
KF
969
Krilogy Financial
Missouri
$456K +$433K +1,230 New
GC
970
Grimes & Company
Massachusetts
$456K +$1.06K +3 +0.2%
AWP
971
Abacus Wealth Partners
California
$455K +$8.81K +25 +2%
EWA
972
Etesian Wealth Advisors
Oregon
$454K – – –
AB
973
Atlas Brown
Kentucky
$453K – – –
JWS
974
Juncture Wealth Strategies
Arizona
$451K +$113K +321 +35%
MAS
975
Madden Advisory Services
Florida
$450K -$103K -293 -19%
37 38
39
40 41