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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
226
Sandy Spring Bank
Maryland
$9.18M +$16.7K +58 +0.2%
SWM
227
Spire Wealth Management
Virginia
$9.12M -$482K -1,679 -5%
AA
228
Axiom Advisory
California
$9.11M +$9.11M +31,712 New
HSA
229
HBK Sorce Advisory
Pennsylvania
$8.97M -$85.6K -298 -1%
ACA
230
Aptus Capital Advisors
Alabama
$8.95M -$259K -901 -3%
OFG
231
Omega Financial Group
California
$8.93M -$381K -1,326 -4%
FCM
232
Firestone Capital Management
Florida
$8.87M +$8.9K +31 +0.1%
ANBT
233
American National Bank & Trust
Texas
$8.85M – – –
PFBT
234
Parkside Financial Bank & Trust
Missouri
$8.79M -$169K -587 -2%
AFP
235
Ausdal Financial Partners
Iowa
$8.71M -$308K -1,071 -4%
TCBWMS
236
Texas Capital Bank Wealth Management Services
Texas
$8.63M -$13.2K -46 -0.2%
CG
237
Caprock Group
Idaho
$8.54M +$287 +1 +0%
NSIM
238
North Star Investment Management
Illinois
$8.4M +$115K +400 +1%
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$8.38M -$539K -1,877 -6%
QCG
240
Quadrant Capital Group
Ohio
$8.23M -$206K -716 -3%
CWM
241
Circle Wealth Management
New Jersey
$8.16M – – –
SC
242
Sepio Capital
Utah
$7.96M – – –
HWM
243
HB Wealth Management
Georgia
$7.95M +$140K +486 +2%
SIA
244
Stegner Investment Associates
Kentucky
$7.94M -$109K -378 -1%
GC
245
Garde Capital
Washington
$7.85M -$6.32K -22 -0.1%
MCM
246
MV Capital Management
Maryland
$7.84M +$20.1K +70 +0.3%
CS
247
Cannell & Spears
New York
$7.74M – – –
IAN
248
Integrated Advisors Network
Texas
$7.69M -$789K -2,749 -10%
AWE
249
Avidian Wealth Enterprises
Texas
$7.62M +$212K +739 +3%
ITIM
250
Indiana Trust & Investment Management
Indiana
$7.62M – – –
8 9
10
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