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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
1201
Pflug Koory
Nebraska
$229K – – –
TPWA
1202
Twin Peaks Wealth Advisors
California
$229K -$19.5K -62 -9%
WCM
1203
Windsor Capital Management
Arizona
$229K – – –
DE
1204
Diversified Enterprises
Delaware
$229K +$211K +673 New
B
1205
Bailard
California
$228K +$211K +672 New
BOC
1206
Blue Oak Capital
California
$227K – – –
MFA
1207
Millington Financial Advisors
Illinois
$227K +$204K +650 New
MLA
1208
My Legacy Advisors
Oregon
$226K +$206K +657 New
AWM
1209
Affinity Wealth Management
Delaware
$226K – – –
3F
1210
360 Financial
Minnesota
$225K – – –
SVCP
1211
Silicon Valley Capital Partners
California
$225K +$628 +2 +0.3%
BDFN
1212
Bond & Devick Financial Network
Minnesota
$225K – – –
MC
1213
Moors & Cabot
Massachusetts
$225K +$3.14K +10 +2%
PBF
1214
Petix & Botte Financial
California
$223K +$207K +658 New
LA
1215
LexAurum Advisors
Kansas
$223K – – –
RCM
1216
RMR Capital Management
California
$222K – – –
RG
1217
Rathbones Group
United Kingdom
$222K +$205K +653 New
UBV
1218
United Bank (Virginia)
Virginia
$221K +$204K +650 New
FGC
1219
Financial Gravity Companies
Texas
$220K +$203K +647 New
DI
1220
Disciplined Investments
Oklahoma
$219K +$202K +645 New
GAM
1221
Gould Asset Management
California
$219K +$202K +644 New
SA
1222
Seneschal Advisors
Washington
$218K +$202K +643 New
TPWM
1223
Twelve Points Wealth Management
Massachusetts
$218K +$202K +643 New
NG
1224
NWK Group
California
$217K – – –
DWM
1225
Diversify Wealth Management
Utah
$217K +$193K +615 New
47 48
49
50 51