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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
276
AE Wealth Management
Kansas
$2.29M -$1.13M -6,671 -29%
RFC
277
Regions Financial Corp
Alabama
$2.29M -$60.4K -357 -2%
OPS
278
Orion Portfolio Solutions
Nebraska
$2.27M +$2.53M +14,961 +1,437%
EPWM
279
Essex Private Wealth Management
Massachusetts
$2.24M -$388K -2,294 -13%
TK
280
TIAA Kaspick
Massachusetts
$2.24M – – –
EAM
281
Evanson Asset Management
California
$2.2M – – –
MAFM
282
Mid Atlantic Financial Management
Pennsylvania
$2.13M +$269K +1,592 +12%
WP
283
WMS Partners
Maryland
$2.08M – – –
FA
284
FCG Advisors
New Jersey
$2.06M +$45K +266 +2%
FIM
285
Fernwood Investment Management
Massachusetts
$2.04M -$6.76K -40 -0.3%
LA
286
Legacy Advisors
Pennsylvania
$2.03M -$10.8K -64 -0.4%
AI
287
Accredited Investors
Minnesota
$2.02M – – –
FM
288
Forward Management
California
$2.02M +$1.78M +10,507 +282%
TPWA
289
TRUE Private Wealth Advisors
Oregon
$1.98M -$238K -1,408 -9%
CWM
290
Cranbrook Wealth Management
Michigan
$1.95M -$102K -605 -4%
ACA
291
Aptus Capital Advisors
Alabama
$1.95M +$1.17M +6,949 +101%
FCBT
292
First Citizens Bank & Trust
North Carolina
$1.95M +$1.64M +9,680 +237%
CWP
293
CFM Wealth Partners
Texas
$1.94M -$25.2K -149 -1%
RCAG
294
Rehmann Capital Advisory Group
Michigan
$1.94M +$2.31M +13,685 New
PFM
295
Phillips Financial Management
Indiana
$1.93M -$91.1K -539 -4%
TL
296
TrueWealth LLC
Georgia
$1.92M -$185K -1,093 -7%
TPCW
297
TD Private Client Wealth
New York
$1.91M -$2.14M -12,646 -48%
CCT
298
Capital City Trust
Florida
$1.87M -$750K -4,436 -25%
LWCFA
299
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.87M – – –
HB
300
Homrich & Berg
Georgia
$1.86M +$1.81M +10,727 +437%
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