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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1301
Curio Wealth
Maryland
$128K +$123K +350 New
PWAM
1302
Private Wealth Asset Management
Iowa
$125K – – –
RF
1303
Roxbury Financial
New Jersey
$124K -$4.58K -13 -4%
HFS
1304
Hughes Financial Services
Virginia
$122K – – –
WCM
1305
Winthrop Capital Management
Indiana
$121K – – –
BPAMU
1306
BTG Pactual Asset Management US
New York
$120K – – –
SCA
1307
Stuart Chaussee & Associates
California
$117K – – –
PAG
1308
Paladin Advisory Group
Iowa
$113K – – –
FFA
1309
Frazier Financial Advisors
Ohio
$110K – – –
MIA
1310
Milestone Investment Advisors
Wisconsin
$110K – – –
SL
1311
Salomon & Ludwin
Virginia
$107K – – –
TF
1312
Tompkins Financial
New York
$106K – – –
PCFFS
1313
Pacific Center for Financial Services
California
$105K – – –
AT
1314
Avalon Trust
New Mexico
$104K – – –
KA
1315
Kozak & Associates
Colorado
$104K +$100K +285 New
BHWM
1316
Bay Harbor Wealth Management
Maryland
$102K -$3.17K -9 -3%
SIC
1317
SJS Investment Consulting
Ohio
$97.6K +$94K +267 New
HFS
1318
Hantz Financial Services
Michigan
$97K -$40.9K -116 -30%
MCA
1319
Maryland Capital Advisors
Maryland
$95.4K – – –
HWA
1320
HHM Wealth Advisors
Tennessee
$94.3K – – –
CTC
1321
Corundum Trust Company
South Dakota
$94.3K +$90.9K +258 New
CT
1322
Colonial Trust
South Carolina
$93.7K – – –
JFA
1323
JNBA Financial Advisors
Minnesota
$93.2K – – –
CI
1324
CX Institutional
Indiana
$93K – – –
BLC
1325
Brown, Lisle/Cummings
Rhode Island
$92.1K – – –
51 52
53
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