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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1401
Kozak & Associates
Colorado
$108K – – –
AT
1402
Avalon Trust
New Mexico
$106K – – –
PCFFS
1403
Pacific Center for Financial Services
California
$105K – – –
GBT
1404
Grove Bank & Trust
Florida
$100K -$82.2K -222 -45%
WG
1405
Wellington Group
Indiana
$100K +$99.6K +269 New
CT
1406
Colonial Trust
South Carolina
$100K +$4.82K +13 +5%
MCA
1407
Maryland Capital Advisors
Maryland
$97.5K – – –
HWA
1408
HHM Wealth Advisors
Tennessee
$96.3K – – –
BLC
1409
Brown, Lisle/Cummings
Rhode Island
$94.1K – – –
TCM
1410
Tanaka Capital Management
New York
$88K – – –
LWMI
1411
Legacy Wealth Management (Idaho)
Idaho
$86.6K – – –
BHWM
1412
Bay Harbor Wealth Management
Maryland
$85.1K -$18.5K -50 -18%
TCOT
1413
Trust Company of Toledo
Ohio
$80.3K – – –
PCA
1414
Providence Capital Advisors
North Carolina
$77.9K – – –
OHWP
1415
Oak Harbor Wealth Partners
North Carolina
$76.6K +$10K +27 +15%
WTA
1416
Washington Trust Advisors
Massachusetts
$74.7K – – –
AWM
1417
Activest Wealth Management
Florida
$72.8K – – –
CIAS
1418
Capital Investment Advisory Services
North Carolina
$72.8K +$5.56K +15 +8%
WAG
1419
Windsor Advisory Group
Ohio
$69.8K +$69.3K +187 New
SGK
1420
Steigerwald Gordon & Koch
Virginia
$69.5K – – –
MWA
1421
Medallion Wealth Advisors
Connecticut
$67.6K – – –
SFC
1422
SYM Financial Corp
Indiana
$66.3K – – –
HWM
1423
Horizons Wealth Management
North Carolina
$63.5K – – –
VNA
1424
Valley National Advisers
Pennsylvania
$63K – – –
CT
1425
Caldwell Trust
Florida
$62.7K – – –
55 56
57
58 59