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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
226
Parisi Gray Wealth Management
New Jersey
$6.34M +$4.6M +21,734 +259%
FCM
227
Firestone Capital Management
Florida
$6.29M +$8.26K +39 +0.1%
CG
228
Caprock Group
Idaho
$6.2M -$140K -660 -2%
ACM
229
Advance Capital Management
Michigan
$6.2M -$376K -1,778 -6%
FC
230
Fiduciary Counselling
Minnesota
$6.19M -$174K -820 -3%
C
231
CFO4Life
Texas
$6.13M +$6.17M +29,128 New
CG
232
CFO4Life Group
Texas
$6.13M +$6.17M +29,128 New
HW
233
Hancock Whitney
Mississippi
$6.04M +$5.58M +26,362 +1,132%
CS
234
Cannell & Spears
New York
$5.89M +$1.71M +8,100 +41%
IF
235
Intrua Financial
Texas
$5.89M -$415K -1,960 -7%
FHB
236
First Hawaiian Bank
Hawaii
$5.83M +$50.4K +238 +0.9%
CWA
237
CM Wealth Advisors
Ohio
$5.8M +$1.65M +7,807 +40%
CMBA
238
C.M. Bidwell & Associates
Hawaii
$5.75M +$50.4K +238 +0.9%
AIA
239
Arcadia Investment Advisors
Idaho
$5.73M -$169K -797 -3%
CWM
240
Circle Wealth Management
New Jersey
$5.68M +$49.1K +232 +0.9%
NSIM
241
North Star Investment Management
Illinois
$5.65M +$1.02M +4,800 +22%
SC
242
Sepio Capital
Utah
$5.64M -$187K -883 -3%
LGWM
243
Litman Gregory Wealth Management
California
$5.64M +$699K +3,304 +14%
SIA
244
Stegner Investment Associates
Kentucky
$5.63M +$34.9K +165 +0.6%
OFG
245
Oxford Financial Group
Indiana
$5.57M – – –
WSTAM
246
Wilbanks Smith & Thomas Asset Management
Virginia
$5.52M +$615K +2,907 +12%
HWM
247
HB Wealth Management
Georgia
$5.49M +$98K +463 +2%
PWM
248
Perigon Wealth Management
California
$5.39M +$4.41M +20,828 +437%
ITIM
249
Indiana Trust & Investment Management
Indiana
$5.37M – – –
TCB
250
Texas Capital Bancshares
Texas
$5.36M – – –
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