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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
226
HBK Sorce Advisory
Pennsylvania
$10M -$1.26K -4 -0%
BFA
227
Brown Financial Advisory
Alabama
$9.99M -$30.4K -97 -0.3%
FCM
228
Fire Capital Management
California
$9.91M +$142K +452 +2%
TCBWMS
229
Texas Capital Bank Wealth Management Services
Texas
$9.81M -$18.2K -58 -0.2%
MFG
230
Merit Financial Group
Georgia
$9.63M +$248K +791 +3%
NSIM
231
North Star Investment Management
Illinois
$9.61M -$199K -635 -2%
SAM
232
Silvercrest Asset Management
New York
$9.55M -$102K -325 -1%
ACA
233
Aptus Capital Advisors
Alabama
$9.49M -$19.1K -61 -0.2%
PFBT
234
Parkside Financial Bank & Trust
Missouri
$9.38M -$83.5K -266 -1%
CWA
235
CM Wealth Advisors
Ohio
$9.25M -$298K -950 -3%
CS
236
Cannell & Spears
New York
$9.2M +$342K +1,089 +4%
ANBT
237
American National Bank & Trust
Texas
$9.15M -$839K -2,672 -9%
SC
238
Sepio Capital
Utah
$9.08M – – –
TCWA
239
Turtle Creek Wealth Advisors
Texas
$9.05M +$839K +2,672 +11%
QCG
240
Quadrant Capital Group
Ohio
$8.97M -$298K -948 -3%
SWP
241
Summit Wealth Partners
Florida
$8.92M -$428K -1,363 -5%
CWM
242
Circle Wealth Management
New Jersey
$8.9M – – –
IAN
243
Integrated Advisors Network
Texas
$8.71M +$45.5K +145 +0.6%
OFG
244
Omega Financial Group
California
$8.7M -$196K -625 -2%
EWA
245
EP Wealth Advisors
California
$8.7M +$356K +1,134 +5%
ITIM
246
Indiana Trust & Investment Management
Indiana
$8.69M – – –
GC
247
Garde Capital
Washington
$8.52M -$17K -54 -0.2%
HI
248
Humankind Investments
New York
$8.51M – – –
SIA
249
Stegner Investment Associates
Kentucky
$8.48M -$484K -1,542 -6%
AIA
250
Arcadia Investment Advisors
Idaho
$8.39M -$71.9K -229 -0.9%
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