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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
JT
451
Jump Trading
Illinois
$340K +$334K +2,103 New
RHBC
452
R.H. Bluestein & Co
Michigan
$335K – – –
PL
453
Parthenon LLC
Kentucky
$333K – – –
BA
454
BKS Advisors
Michigan
$326K -$794 -5 -0.2%
IC
455
InterOcean Capital
Illinois
$323K -$15.9K -100 -5%
RPC
456
Rossmore Private Capital
Connecticut
$323K – – –
LA
457
LVW Advisors
New York
$321K +$42.9K +270 +16%
VFA
458
Voya Financial Advisors
Connecticut
$314K +$5.4K +34 +2%
ERIM
459
Eagle Ridge Investment Management
Connecticut
$310K -$14.6K -92 -5%
AWA
460
Acorn Wealth Advisors
Michigan
$309K – – –
AA
461
Ancora Advisors
Ohio
$308K +$61.7K +389 +26%
BEAM
462
Baker Ellis Asset Management
Washington
$307K – – –
WIM
463
Weitz Investment Management
Nebraska
$307K – – –
NWM
464
Northwest Wealth Management
Iowa
$306K – – –
ZCA
465
Zeke Capital Advisors
Pennsylvania
$303K – – –
NL
466
NWAM LLC
Washington
$302K +$37.6K +237 +15%
RWA
467
Ropes Wealth Advisors
Massachusetts
$298K +$164K +1,032 +127%
FWP
468
FAS Wealth Partners
Kansas
$296K – – –
SCM
469
SOL Capital Management
Maryland
$294K +$288K +1,815 New
GRP
470
Global Retirement Partners
California
$293K -$29.2K -184 -9%
NHC
471
Nicholas Hoffman & Company
Georgia
$291K +$1.27K +8 +0.4%
SYBT
472
Stock Yards Bank & Trust
Kentucky
$290K – – –
LWA
473
Lenox Wealth Advisors
New York
$285K +$106K +667 +61%
MMHP
474
Murphy Middleton Hinkle & Parker
Georgia
$280K – – –
NCM
475
Northside Capital Management
Oregon
$280K – – –
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19
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