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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
301
Sentinel Pension Advisors
Massachusetts
$5.03M -$115K -356 -2%
WPW
302
Waldron Private Wealth
Pennsylvania
$5.02M -$152K -471 -3%
ATPW
303
Ashton Thomas Private Wealth
Arizona
$5M +$1.93M +5,980 +58%
HHGA
304
Halbert Hargrove Global Advisors
California
$4.96M -$159M -492,301 -97%
DWM
305
Destination Wealth Management
California
$4.95M -$236K -731 -4%
ASN
306
Advisory Services Network
Georgia
$4.91M +$11K +34 +0.2%
ST
307
Sageworth Trust
Pennsylvania
$4.86M – – –
SCA
308
St. Clair Advisors
Ohio
$4.85M +$306K +945 +6%
TDWM
309
Topel & Distasi Wealth Management
California
$4.84M -$572K -1,768 -10%
BCG
310
Breakwater Capital Group
New Jersey
$4.84M +$231K +713 +5%
EWM
311
Evercore Wealth Management
New York
$4.78M -$19.4K -60 -0.4%
ACM
312
Aspen Capital Management
Idaho
$4.76M +$5.02M +15,523 New
ONB
313
Old National Bancorp
Indiana
$4.74M – – –
FFB
314
First Financial Bankshares
Texas
$4.74M – – –
TCB
315
Texas Capital Bancshares
Texas
$4.72M -$97.3K -301 -2%
RCAG
316
Rehmann Capital Advisory Group
Michigan
$4.69M +$1.67M +5,151 +51%
SIA
317
Strategic Investment Advisors
Michigan
$4.68M -$153K -474 -3%
SCTC
318
Sanibel Captiva Trust Company
Florida
$4.68M – – –
PFA
319
Pure Financial Advisors
California
$4.64M -$639K -1,975 -12%
WFA
320
Woodward Financial Advisors
North Carolina
$4.63M -$159K -493 -3%
LTL
321
Lowery Thomas LLC
California
$4.59M +$12K +37 +0.2%
TIAAOA
322
Teachers Insurance & Annuity Association of America
New York
$4.59M – – –
PAWA
323
Palo Alto Wealth Advisors
California
$4.52M -$83.1K -257 -2%
SFA
324
Seneca Financial Advisors
New York
$4.51M -$15.5K -48 -0.3%
AFG
325
Atomi Financial Group
New York
$4.5M +$374K +1,156 +9%
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