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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1001
SouthState Corp
Florida
$105K – – –
BSWA
1002
Bromfield Sneider Wealth Advisors
Massachusetts
$103K – – –
PPWM
1003
PFG Private Wealth Management
Florida
$102K -$51.4K -210 -33%
WIM
1004
Westside Investment Management
California
$101K – – –
AA
1005
AlphaMark Advisors
Kentucky
$100K – – –
HF
1006
Halpern Financial
Virginia
$98.2K +$68.1K +278 +199%
SSWM
1007
Sheets Smith Wealth Management
North Carolina
$97.5K +$102K +415 New
SAG
1008
Spotlight Asset Group
Illinois
$87.9K – – –
KFP
1009
KB Financial Partners
New Jersey
$83K – – –
BCMLT
1010
Beacon Capital Management LLC (Tennessee)
Tennessee
$74.8K – – –
PAG
1011
Paladin Advisory Group
Iowa
$72.4K – – –
WWP
1012
WR Wealth Planners
Missouri
$71.3K +$11.8K +48 +19%
MIA
1013
Milestone Investment Advisors
Wisconsin
$70.5K – – –
PCFFS
1014
Pacific Center for Financial Services
California
$67.2K – – –
KFS
1015
Kelly Financial Services
Massachusetts
$63.4K +$1.71K +7 +3%
PP
1016
Pacifica Partners
Canada
$63.4K – – –
GIA
1017
Goodwin Investment Advisory
Georgia
$63.2K – – –
LTI
1018
Laffer Tengler Investments
Tennessee
$62.5K – – –
FDCDDQ
1019
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.5K +$49K +200 +303%
EAM
1020
Eukles Asset Management
Ohio
$61.8K +$22.8K +93 +55%
MCA
1021
Maryland Capital Advisors
Maryland
$61.3K – – –
HFS
1022
Hantz Financial Services
Michigan
$61K – – –
HWA
1023
HHM Wealth Advisors
Tennessee
$60.6K – – –
RDFA
1024
Ritter Daniher Financial Advisory
Ohio
$60.4K – – –
AIM
1025
Anchor Investment Management
South Carolina
$58K – – –
39 40
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