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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
976
Simon Quick Advisors
New Jersey
$539K -$542K -1,463 -50%
MPW
977
MA Private Wealth
California
$539K -$494K -1,334 -48%
KJHP
978
K.J. Harrison & Partners
Ontario, Canada
$539K – – –
SWM
979
SeaCrest Wealth Management
New York
$536K +$1.11K +3 +0.2%
PA
980
Pinnacle Associates
New York
$535K -$154K -415 -22%
FWP
981
FAS Wealth Partners
Kansas
$533K +$2.96K +8 +0.6%
SAM
982
Summit Asset Management
Tennessee
$532K – – –
PWP
983
Prasad Wealth Partners
Ohio
$532K -$40.4K -109 -7%
PCM
984
Pennsylvania Capital Management
Pennsylvania
$530K – – –
BWP
985
BSW Wealth Partners
Colorado
$525K – – –
RA
986
Ruggaard & Associates
Ohio
$524K – – –
FPW
987
Flagship Private Wealth
Massachusetts
$521K +$10.7K +29 +2%
BCM
988
Becker Capital Management
Oregon
$520K – – –
FNB
989
Farmers National Bank
Kentucky
$520K – – –
AT
990
Adelphi Trust
Florida
$520K +$516K +1,392 New
TCM
991
TD Capital Management
Tennessee
$511K -$6.67K -18 -1%
CCG
992
Chatham Capital Group
Georgia
$507K – – –
NA
993
Nestegg Advisors
New York
$505K – – –
PWM
994
Partners Wealth Management
California
$505K – – –
PCH
995
PGIM Custom Harvest
New Jersey
$503K – – –
SVWG
996
Shared Vision Wealth Group
United States
$501K +$4.45K +12 +0.9%
AIA
997
AssuredPartners Investment Advisors
Florida
$500K +$1.85K +5 +0.4%
MAG
998
M3 Advisory Group
Massachusetts
$500K +$1.11K +3 +0.2%
KFC
999
Klingenstein Fields & Co
New York
$498K – – –
BWCS
1000
Beirne Wealth Consulting Services
Connecticut
$497K -$51.1K -138 -9%
38 39
40
41 42