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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
351
O'Shaughnessy Asset Management
Connecticut
$4.39M +$71.9K +229 +2%
FTS
352
Fifth Third Securities
Ohio
$4.37M +$299K +952 +8%
SCA
353
St. Clair Advisors
Ohio
$4.34M -$945K -3,012 -19%
NCM
354
Next Capital Management
New York
$4.32M +$2.16M +6,889 +118%
GWANC
355
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.25M +$1.01M +3,227 +35%
ERWM
356
Elk River Wealth Management
Colorado
$4.25M -$17K -54 -0.4%
TI
357
Tidal Investments
Wisconsin
$4.23M +$1.67M +5,329 +75%
HW
358
Hancock Whitney
Mississippi
$4.22M +$2.03M +6,474 +109%
RWP
359
RWA Wealth Partners
Massachusetts
$4.17M – – –
PWP
360
Precedent Wealth Partners
Texas
$4.15M -$537K -1,711 -12%
GIA
361
Guyasuta Investment Advisors
Pennsylvania
$4.11M – – –
IF
362
Intrua Financial
Texas
$4.09M -$394K -1,254 -9%
HCA
363
Harbour Capital Advisors
Virginia
$4.08M -$235K -750 -6%
GAG
364
GM Advisory Group
New York
$4.06M +$9.42K +30 +0.3%
PTC
365
Philadelphia Trust Company
Pennsylvania
$4.06M – – –
CWM
366
Cherrydale Wealth Management
New Jersey
$4.02M +$2.89M +9,218 +351%
CGPCS
367
Capital Group Private Client Services
California
$4.02M -$283K -900 -7%
NFC
368
Northeast Financial Consultants
Connecticut
$4.01M -$15.4K -49 -0.4%
JWCA
369
J.W. Cole Advisors
Florida
$4M +$1.48M +4,713 +67%
CCA
370
Checchi Capital Advisers
California
$3.99M +$435K +1,387 +13%
TRCT
371
Tower Research Capital (TRC)
New York
$3.96M +$3.66M +11,651 New
PL
372
Plancorp LLC
Missouri
$3.95M -$270K -861 -7%
AWS
373
Atria Wealth Solutions
New York
$3.94M -$8.09M -25,761 -69%
UCFA
374
United Capital Financial Advisors
Texas
$3.93M +$179K +571 +5%
DWM
375
Dakota Wealth Management
Florida
$3.93M +$266K +847 +8%
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