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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
326
WMS Partners
Maryland
$4.21M – – –
GVAG
327
Great Valley Advisor Group
Delaware
$4.13M -$163K -595 -4%
UCFA
328
United Capital Financial Advisors
Texas
$4.09M -$1.5M -5,476 -28%
RVPG
329
Relative Value Partners Group
$4.06M -$288K -1,052 -6%
FHA
330
First Horizon Advisors
Tennessee
$4.06M -$143K -521 -4%
LPAM
331
Lodestar Private Asset Management
California
$3.98M -$102K -373 -3%
BCG
332
Breakwater Capital Group
New Jersey
$3.97M -$43K -157 -1%
PBO
333
Peoples Bank (Ohio)
Ohio
$3.95M -$6.85K -25 -0.2%
HTC
334
Haverford Trust Company
Pennsylvania
$3.91M -$1.08M -3,942 -23%
IC
335
Iconiq Capital
California
$3.9M +$7.13K +26 +0.2%
PL
336
Plancorp LLC
Missouri
$3.87M +$371K +1,355 +11%
SFS
337
Summit Financial Strategies
Ohio
$3.85M -$55.4K -202 -1%
ERWM
338
Elk River Wealth Management
Colorado
$3.81M -$585K -2,134 -14%
NCM
339
Next Capital Management
New York
$3.78M +$1.57M +5,717 +77%
CF
340
Corrigan Financial
Rhode Island
$3.78M -$14.5K -53 -0.4%
BRWA
341
B. Riley Wealth Advisors
Florida
$3.76M +$22.2K +81 +0.5%
SCA
342
St. Clair Advisors
Ohio
$3.7M -$1.59M -5,784 -31%
SFS
343
Security Financial Services
Indiana
$3.7M -$77.8K -284 -2%
AC
344
Apella Capital
Connecticut
$3.69M – – –
LI
345
LMCG Investments
Massachusetts
$3.66M +$43K +157 +1%
MWM
346
Mission Wealth Management
California
$3.65M -$61.9K -226 -2%
APF
347
Alaska Permanent Fund
Alaska
$3.65M – – –
QCM
348
Quantinno Capital Management
New York
$3.65M +$2.09M +7,630 +151%
MHS
349
M Holdings Securities
Oregon
$3.56M +$7.4K +27 +0.2%
FMWA
350
Forvis Mazars Wealth Advisors
Missouri
$3.51M -$121K -441 -3%
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