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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1301
Pacific Center for Financial Services
California
$97.1K – – –
AT
1302
Avalon Trust
New Mexico
$96.8K +$89.5K +285 New
MCA
1303
Maryland Capital Advisors
Maryland
$88.6K – – –
HWA
1304
HHM Wealth Advisors
Tennessee
$87.6K – – –
CT
1305
Colonial Trust
South Carolina
$87.1K +$28.9K +92 +56%
JFA
1306
JNBA Financial Advisors
Minnesota
$86.6K – – –
CI
1307
CX Institutional
Indiana
$86K -$7.22K -23 -8%
BLC
1308
Brown, Lisle/Cummings
Rhode Island
$85.6K – – –
T
1309
Transce3nd
Texas
$83.9K – – –
IIL
1310
Insight Inv LLC
California
$83.2K – – –
LWMI
1311
Legacy Wealth Management (Idaho)
Idaho
$78.8K -$132K -422 -65%
LIS
1312
Legacy Investment Solutions
Idaho
$78.8K +$72.8K +232 New
CIAS
1313
Capital Investment Advisory Services
North Carolina
$77.1K – – –
GBT
1314
Grove Bank & Trust
Florida
$75.4K – – –
KWM
1315
Kiker Wealth Management
Georgia
$74K – – –
TCOT
1316
Trust Company of Toledo
Ohio
$73K +$67.5K +215 New
PCA
1317
Providence Capital Advisors
North Carolina
$70.8K +$65.6K +209 New
LC
1318
Luminist Capital
Michigan
$61.8K -$4.71K -15 -8%
MWA
1319
Medallion Wealth Advisors
Connecticut
$61.5K – – –
OHWP
1320
Oak Harbor Wealth Partners
North Carolina
$60.4K +$16.6K +53 +42%
SFC
1321
SYM Financial Corp
Indiana
$60.3K – – –
KHC
1322
Koesten Hirschmann & Crabtree
Kansas
$60.1K – – –
CFB
1323
Cullen/Frost Bankers
Texas
$59.6K -$97K -309 -64%
HWM
1324
Horizons Wealth Management
North Carolina
$57.7K – – –
VNA
1325
Valley National Advisers
Pennsylvania
$57K – – –
51 52
53
54 55