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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
ITG
1501
Index Technologies Group
New York
– -$623K -1,668 Closed
DAS
1502
Diversify Advisory Services
Utah
– -$615K -1,622 Closed
HFO
1503
Heritage Family Offices
Arizona
– -$605K -1,621 Closed
WP
1504
WealthPLAN Partners
Nebraska
– -$576K -1,542 Closed
FFS
1505
Founders Financial Securities
Maryland
– -$564K -1,510 Closed
TSS
1506
Two Sigma Securities
New York
– -$451K -1,209 Closed
ICP
1507
Interchange Capital Partners
Pennsylvania
– -$435K -1,166 Closed
IP
1508
Ignite Planners
California
– -$392K -1,036 Closed
FG
1509
Foster Group
Iowa
– -$378K -1,012 Closed
ECM
1510
Evergreen Capital Management
Washington
– -$324K -867 Closed
CP
1511
Covenant Partners
Tennessee
– -$313K -839 Closed
MSFS
1512
Main Street Financial Solutions
Pennsylvania
– -$302K -810 Closed
LTAS
1513
Linden Thomas Advisory Services
North Carolina
– -$297K -796 Closed
CAS
1514
Coppell Advisory Solutions
Texas
– -$287K -764 Closed
PCA
1515
Purkiss Capital Advisors
Connecticut
– -$274K -733 Closed
MFG
1516
Magnus Financial Group
New York
– -$250K -671 Closed
B
1517
Bailard
California
– -$245K -655 Closed
UBV
1518
United Bank (Virginia)
Virginia
– -$243K -650 Closed
IA
1519
IFG Advisory
Georgia
– -$239K -640 Closed
XWL
1520
XXI Wealth LLC
Illinois
– -$238K -636 Closed
SW
1521
SMART Wealth
Nebraska
– -$236K -633 Closed
UF
1522
Univest Financial
Pennsylvania
– -$227K -608 Closed
BCP
1523
Berkeley Capital Partners
Georgia
– -$224K -600 Closed
IA
1524
Integrity Alliance
Iowa
– -$216K -579 Closed
LIA
1525
LS Investment Advisors
Michigan
– -$214K -572 Closed
59 60
61
62 63