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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
251
Arcadia Investment Advisors
Idaho
$9.86M -$77.3K -195 -0.8%
SWP
252
Summit Wealth Partners
Florida
$9.75M -$440K -1,109 -4%
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$9.73M +$2.21M +5,585 +31%
TF
254
Tudor Financial
Ohio
$9.57M -$134K -338 -1%
MCM
255
MV Capital Management
Maryland
$9.51M -$69.4K -175 -0.7%
CAM
256
Campion Asset Management
Virginia
$9.44M -$135K -341 -1%
RZH
257
Relyea Zuckerberg Hanson
Connecticut
$9.43M +$1.19K +3 +0%
FPCP
258
Fort Point Capital Partners
California
$9.31M -$9.91K -25 -0.1%
AG
259
AlTi Global
New York
$9.27M -$13.1K -33 -0.1%
OFG
260
Omega Financial Group
California
$9.13M -$195K -492 -2%
CWM
261
Circle Wealth Management
New Jersey
$9.06M +$2.38K +6 +0%
USWIA
262
UP Strategic Wealth Investment Advisors
Pennsylvania
$9.06M – – –
STA
263
Summit Trail Advisors
New York
$9.05M -$199K -503 -2%
NC
264
NewSquare Capital
Pennsylvania
$8.9M -$15.1K -38 -0.2%
KA
265
Klingman & Associates
New York
$8.89M -$125K -315 -1%
BFG
266
Bleakley Financial Group
New Jersey
$8.8M +$100K +253 +1%
CG
267
Caprock Group
Idaho
$8.78M -$1.41M -3,556 -14%
AAM
268
Ackerman Asset Management
Maryland
$8.75M -$35.7K -90 -0.4%
UCFA
269
United Capital Financial Advisors
Texas
$8.56M -$79.7K -201 -1%
SWM
270
Spire Wealth Management
Virginia
$8.44M -$98.7K -249 -1%
EF
271
Evanson Financial
Virginia
$8.41M +$8.14M +20,532 New
TI
272
Tidal Investments
Wisconsin
$8.11M +$361K +910 +5%
MCM
273
Monument Capital Management
Virginia
$8.08M -$38.8K -98 -0.5%
RFC
274
Regions Financial Corp
Alabama
$8.06M -$100K -253 -1%
KOC
275
Koss-Olinger Consulting
Florida
$8.02M -$7.55M -19,053 -49%
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