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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
951
Carter Financial Group
Illinois
$591K +$1.85K +5 +0.3%
AAG
952
Asset Advisory Group
New Jersey
$591K +$586K +1,581 New
UWP
953
Uniting Wealth Partners
Kansas
$588K -$722K -1,949 -55%
PA
954
Powerhouse Assets
Massachusetts
$587K +$582K +1,572 New
GRA
955
Golden Road Advisors
Florida
$587K -$115K -310 -16%
SEIA
956
Signature Estate & Investment Advisors
California
$585K +$33K +89 +6%
CWM
957
Cornerstone Wealth Management
Missouri
$582K +$18.1K +49 +3%
RWM
958
Ritholtz Wealth Management
New York
$581K +$28.5K +77 +5%
WP
959
WealthPLAN Partners
Nebraska
$576K – – –
HCP
960
Holt Capital Partners
Texas
$573K – – –
GG
961
Greenwood Gearhart
Arkansas
$571K -$53K -143 -9%
CNBT
962
Canandaigua National Bank & Trust
New York
$569K -$11.1K -30 -2%
RA
963
RFG Advisory
Alabama
$565K +$82.6K +223 +17%
FFS
964
Founders Financial Securities
Maryland
$564K +$559K +1,510 New
ML
965
McAdam LLC
Pennsylvania
$562K +$209K +563 +60%
GWM
966
Geneos Wealth Management
Colorado
$557K -$13K -35 -2%
PCP
967
Proficio Capital Partners
Massachusetts
$556K – – –
OBWP
968
O'Brien Wealth Partners
Massachusetts
$556K – – –
LC
969
Lawood & Co
Pennsylvania
$549K +$545K +1,471 New
CPW
970
Cogent Private Wealth
Florida
$544K +$540K +1,458 New
ZIM
971
Zacks Investment Management
Illinois
$541K +$37.8K +102 +8%
CWP
972
Curated Wealth Partners
California
$541K – – –
CGA
973
Crescent Grove Advisors
Illinois
$541K +$23.3K +63 +5%
SL
974
Sentry LLC
Tennessee
$541K +$370 +1 +0.1%
CA
975
Claro Advisors
Massachusetts
$541K +$38.2K +103 +8%
37 38
39
40 41