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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
401
Hancock Whitney
Mississippi
$1.13M -$105K -650 -9%
WPW
402
Waldron Private Wealth
Pennsylvania
$1.13M +$7.93K +49 +0.8%
AF
403
Apexium Financial
Texas
$1.12M -$268K -1,657 -20%
OFS
404
Orrstown Financial Services
Pennsylvania
$1.11M -$29.8K -184 -3%
HCMT
405
Highland Capital Management (Tennessee)
Tennessee
$1.11M +$266K +1,647 +34%
FAM
406
Flaharty Asset Management
Florida
$1.09M -$37.5K -232 -4%
MAS
407
Managed Account Services
Florida
$1.09M +$55.5K +343 +6%
LNC
408
Lincoln National Corp
Pennsylvania
$1.07M +$2.75K +17 +0.3%
TAM
409
Townsend Asset Management
North Carolina
$1.07M +$6.63K +41 +0.7%
DPI
410
Diversified Portfolios Inc
Michigan
$1.07M -$6.79K -42 -0.7%
ADL
411
Asset Dedication LLC
California
$1.06M -$30.3K -187 -3%
ST
412
Smithfield Trust
Pennsylvania
$1.06M – – –
RWA
413
River Wealth Advisors
Pennsylvania
$1.06M +$1M +6,185 New
HFA
414
HC Financial Advisors
California
$1.06M -$36.9K -228 -4%
SWP
415
Strategic Wealth Partners
Ohio
$1.05M +$731K +4,518 +279%
GL
416
Graypoint LLC
New York
$1.05M -$30.1K -186 -3%
TF
417
TimeScale Financial
Massachusetts
$1.05M +$3.4K +21 +0.3%
CF
418
Centaurus Financial
California
$1.04M +$985K +6,087 New
EVM
419
Eaton Vance Management
Massachusetts
$1.04M – – –
ACM
420
Azimuth Capital Management
Michigan
$1.04M +$46.1K +285 +5%
TI
421
Tidal Investments
Wisconsin
$1.04M – – –
CAC
422
Certified Advisory Corp
Florida
$1.02M +$16.7K +103 +2%
SMC
423
Smith, Moore & Co
Missouri
$996K +$16.2K +100 +2%
SBH
424
Segall Bryant & Hamill
Illinois
$995K -$99.3K -614 -10%
ZF
425
Zhang Financial
Michigan
$994K – – –
15 16
17
18 19