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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1351
CWS Financial Advisors
Michigan
$225K +$218K +550 New
UF
1352
Univest Financial
Pennsylvania
$225K +$218K +550 New
BCM
1353
Blume Capital Management
California
$225K – – –
CCM
1354
Colorado Capital Management
Colorado
$225K – – –
SAM
1355
SP Asset Management
California
$224K +$216K +546 New
HWM
1356
Horizon Wealth Management
Illinois
$224K +$216K +546 New
RFP
1357
Root Financial Partners
California
$224K -$1.98K -5 -0.9%
IAIM
1358
International Assets Investment Management
Florida
$223K -$11.9K -30 -5%
SAMC
1359
Spectrum Asset Management (California)
California
$222K -$81.6K -206 -28%
HR
1360
Hardy Reed
Mississippi
$221K +$214K +540 New
ICP
1361
Interchange Capital Partners
Pennsylvania
$221K +$214K +540 New
GFG
1362
Goldstone Financial Group
Illinois
$220K -$90K -227 -30%
LW
1363
Libra Wealth
California
$220K +$213K +538 New
IWN
1364
Independent Wealth Network
Iowa
$220K +$213K +537 New
MC
1365
Matisse Capital
Oregon
$220K +$213K +537 New
PTC
1366
Private Trust Company
Ohio
$219K -$5.55K -14 -3%
AWA
1367
Argos Wealth Advisors
California
$219K +$212K +536 New
FDCDDQ
1368
Federation des caisses Desjardins du Quebec
Quebec, Canada
$219K – – –
CCG
1369
Coastwise Capital Group
California
$219K +$212K +535 New
AG
1370
Advocate Group
Minnesota
$218K -$152K -384 -42%
LFS
1371
Littlejohn Financial Services
Oregon
$217K -$20.6K -52 -9%
CSB
1372
City State Bank
Iowa
$215K – – –
TCM
1373
Telos Capital Management
California
$215K +$208K +524 New
FPI
1374
Financial Plan Inc
Washington
$214K +$207K +523 New
NWMG
1375
National Wealth Management Group
Ohio
$214K +$207K +523 New
53 54
55
56 57