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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
376
True Capital Management
California
$2.32M +$2.33M +11,028 New
AI
377
Accredited Investors
Minnesota
$2.31M – – –
CWP
378
CFM Wealth Partners
Texas
$2.31M +$39K +184 +2%
MA
379
Mutual Advisors
Nebraska
$2.27M +$230K +1,087 +11%
FWTB
380
First Western Trust Bank
Colorado
$2.24M – – –
JIR
381
James Investment Research
Ohio
$2.23M -$16.1K -76 -0.7%
YIA
382
YHB Investment Advisors
Connecticut
$2.22M +$1.7M +8,052 +325%
WSFS
383
Wilmington Savings Fund Society
Delaware
$2.19M +$1.82M +8,579 +464%
CAG
384
Csenge Advisory Group
Florida
$2.19M +$51.4K +243 +2%
CPIG
385
Chicago Partners Investment Group
Illinois
$2.18M – – –
GIA
386
GHP Investment Advisors
Colorado
$2.17M -$2.33K -11 -0.1%
RWG
387
Regal Wealth Group
California
$2.14M +$847 +4 +0%
LNC
388
Lincoln National Corp
Pennsylvania
$2.14M -$229K -1,081 -10%
FFA
389
Fragasso Financial Advisors
Pennsylvania
$2.13M +$1.83M +8,660 +590%
HIS
390
Horizon Investment Services
Indiana
$2.13M -$79.8K -377 -4%
WCF
391
West Coast Financial
California
$2.12M – – –
KFP
392
KB Financial Partners
New Jersey
$2.12M +$2.05M +9,696 +2,747%
AWM
393
Avior Wealth Management
Nebraska
$2.11M -$30.3K -143 -1%
LSA
394
Lansing Street Advisors
Pennsylvania
$2.1M -$114K -539 -5%
WW
395
Westshore Wealth
California
$2.08M +$2.09M +9,872 New
LNWWM
396
Laird Norton Wetherby Wealth Management
California
$2.02M -$210K -994 -9%
SMC
397
Smith, Moore & Co
Missouri
$1.97M +$63.7K +301 +3%
AWM
398
AE Wealth Management
Kansas
$1.97M +$363K +1,715 +22%
HWA
399
Hillcrest Wealth Advisors
New Jersey
$1.96M – – –
MCM
400
Manchester Capital Management
Vermont
$1.94M +$71.6K +338 +4%
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16
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