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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1301
SageView Advisory Group
California
$205K -$5.59K -15 -3%
MPIA
1302
Mountain Pacific Investment Advisers
Idaho
$204K – – –
MWM
1303
MorganRosel Wealth Management
Colorado
$204K -$1.45M -3,901 -87%
SWMP
1304
Signature Wealth Management Partners
New Jersey
$203K – – –
NAG
1305
Northstar Advisory Group
New Jersey
$202K +$745 +2 +0.4%
BP
1306
BBR Partners
New York
$201K – – –
BFO
1307
Boston Family Office
Massachusetts
$201K -$60K -161 -22%
MC
1308
Moors & Cabot
Massachusetts
$200K -$46.6K -125 -18%
OC
1309
Oarsman Capital
Wisconsin
$200K – – –
BSI
1310
Bennett Selby Investments
Maine
$200K – – –
BHC
1311
Bull Harbor Capital
Maryland
$200K +$209K +561 New
RFP
1312
Root Financial Partners
California
$196K -$2.24K -6 -1%
PTC
1313
Private Trust Company
Ohio
$196K – – –
CCM
1314
Colorado Capital Management
Colorado
$196K – – –
BCM
1315
Blume Capital Management
California
$196K – – –
RDFA
1316
Ritter Daniher Financial Advisory
Ohio
$193K -$1.86K -5 -0.9%
FDCDDQ
1317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191K – – –
CSB
1318
City State Bank
Iowa
$187K – – –
CA
1319
CoreCap Advisors
Michigan
$184K – – –
FPF
1320
First Pacific Financial
Washington
$182K +$373 +1 +0.2%
TCA
1321
Trifecta Capital Advisors
Illinois
$178K – – –
BHWM
1322
Beaird Harris Wealth Management
Texas
$177K – – –
CMBA
1323
C.M. Bidwell & Associates
Hawaii
$177K – – –
CCMI
1324
Creative Capital Management Investments
California
$172K – – –
MEG
1325
Millstone Evans Group
Colorado
$170K – – –
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