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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CNFG
976
Creegan & Nassoura Financial Group
New Hampshire
$387K – – –
VFG
977
V2 Financial group
Illinois
$387K – – –
ZIM
978
Zacks Investment Management
Illinois
$386K +$8.42K +26 +2%
RMCM
979
Reynders McVeigh Capital Management
Massachusetts
$385K – – –
PWM
980
PBMares Wealth Management
Virginia
$385K – – –
GCM
981
Generation Capital Management
New York
$383K +$385K +1,190 New
WS
982
Wedbush Securities
California
$380K +$42.8K +132 +13%
GHA
983
GW Henssler & Associates
Georgia
$377K – – –
GC
984
Grimes & Company
Massachusetts
$377K -$106K -327 -22%
RCP
985
Rothschild Capital Partners
New York
$375K +$1.3K +4 +0.3%
SW
986
SkyOak Wealth
Michigan
$371K -$39.8K -123 -10%
BCP
987
Berkeley Capital Partners
Georgia
$370K -$97.2K -300 -21%
BEAM
988
Baker Ellis Asset Management
Washington
$370K – – –
CWM
989
Chesapeake Wealth Management
Virginia
$368K – – –
GAA
990
Guardian Asset Advisors
Pennsylvania
$368K +$972 +3 +0.3%
ML
991
McAdam LLC
Pennsylvania
$367K +$5.83K +18 +2%
CAWM
992
Capital Advisors Wealth Management
Washington
$367K +$6.48K +20 +2%
AIM
993
Anchor Investment Management
South Carolina
$363K – – –
LA
994
LVW Advisors
New York
$363K +$365K +1,127 New
VVP
995
Venture Visionary Partners
Ohio
$361K +$88.4K +273 +32%
DA
996
Drake & Associates
Wisconsin
$359K – – –
NG
997
Norden Group
Utah
$358K – – –
MWP
998
Meridian Wealth Partners
Pennsylvania
$358K – – –
MAS
999
MPWM Advisory Solutions
Georgia
$357K +$359K +1,107 New
GJWM
1000
Gilliland Jeter Wealth Management
Arkansas
$356K – – –
38 39
40
41 42