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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1251
Titleist Asset Management
Texas
$200K +$185K +590 New
SFP
1252
Sterling Financial Planning
New Jersey
$200K +$185K +589 New
FSA
1253
Fort Sheridan Advisors
Illinois
$199K +$184K +585 New
HWM
1254
Hemington Wealth Management
Virginia
$197K – – –
NCM
1255
Northwest Capital Management
Oregon
$187K +$314 +1 +0.2%
BCM
1256
Blume Capital Management
California
$187K – – –
RDFA
1257
Ritter Daniher Financial Advisory
Ohio
$186K – – –
DF
1258
Dunhill Financial
United Kingdom
$184K +$155K +494 +1,074%
BTD
1259
BankPlus Trust Department
Mississippi
$182K +$2.51K +8 +2%
HI
1260
Harbour Investments
Wisconsin
$181K +$16.3K +52 +11%
CSB
1261
City State Bank
Iowa
$178K – – –
CWM
1262
Copia Wealth Management
Oregon
$178K – – –
ME
1263
McIlrath & Eck
Washington
$172K +$31.7K +101 +25%
FPF
1264
First Pacific Financial
Washington
$172K +$628 +2 +0.4%
TCA
1265
Trifecta Capital Advisors
Illinois
$170K – – –
MEG
1266
Millstone Evans Group
Colorado
$162K – – –
GI
1267
GAMMA Investing
California
$153K -$314 -1 -0.2%
EAM
1268
Eukles Asset Management
Ohio
$152K +$18.5K +59 +15%
CFD
1269
Creative Financial Designs
Indiana
$151K -$24.5K -78 -15%
SC
1270
Stephens Consulting
Michigan
$148K +$137K +435 New
WIM
1271
Westside Investment Management
California
$146K – – –
FM
1272
Family Management
New York
$138K +$9.42K +30 +8%
FW
1273
Fairway Wealth
Ohio
$137K +$126K +402 New
POIA
1274
Pin Oak Investment Advisors
Texas
$136K -$22.3K -71 -14%
FCMT
1275
Founders Capital Management (Texas)
Texas
$134K -$70K -223 -36%
49 50
51
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