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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
351
Cary Street Partners Investment Advisory
Virginia
$3.98M +$731K +2,546 +24%
SFS
352
Summit Financial Strategies
Ohio
$3.94M -$37.3K -130 -1%
GCM
353
G2 Capital Management
Ohio
$3.93M -$684K -2,383 -15%
AC
354
Apella Capital
Connecticut
$3.92M – – –
ERWM
355
Elk River Wealth Management
Colorado
$3.89M -$40.5K -141 -1%
APF
356
Alaska Permanent Fund
Alaska
$3.83M – – –
SCA
357
St. Clair Advisors
Ohio
$3.81M -$8.33K -29 -0.2%
CF
358
Corrigan Financial
Rhode Island
$3.78M – – –
CPIG
359
Chicago Partners Investment Group
Illinois
$3.76M +$772K +2,688 +27%
AFG
360
Atomi Financial Group
New York
$3.76M +$1.5M +5,212 +70%
PL
361
Plancorp LLC
Missouri
$3.71M -$279K -972 -7%
LI
362
LMCG Investments
Massachusetts
$3.7M -$74.4K -259 -2%
TRCT
363
Tower Research Capital (TRC)
New York
$3.65M +$3.25M +11,320 +1,199%
QCM
364
Quantinno Capital Management
New York
$3.65M -$118K -411 -3%
HIS
365
Horizon Investment Services
Indiana
$3.61M +$31K +108 +0.9%
RWP
366
RWA Wealth Partners
Massachusetts
$3.57M +$173K +602 +5%
FMWA
367
Forvis Mazars Wealth Advisors
Missouri
$3.56M -$70.9K -247 -2%
PTC
368
Philadelphia Trust Company
Pennsylvania
$3.55M +$3.22M +11,218 +1,541%
HA
369
HFG Advisors
Ohio
$3.53M -$43.4K -151 -1%
GAG
370
GM Advisory Group
New York
$3.51M +$6.32K +22 +0.2%
NFC
371
Northeast Financial Consultants
Connecticut
$3.46M +$2.85M +9,934 +582%
PFM
372
Phillips Financial Management
Indiana
$3.42M -$56.9K -198 -2%
FCH
373
Freestone Capital Holdings
Washington
$3.41M +$15.8K +55 +0.5%
SB
374
Strategic Blueprint
Georgia
$3.4M +$24.7K +86 +0.8%
TFF
375
The Family Firm
Maryland
$3.37M +$7.46K +26 +0.2%
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