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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
451
Strategic Wealth Partners
Ohio
$1.6M +$298K +1,208 +23%
NAM
452
NorthCrest Asset Manangement
Minnesota
$1.6M +$32.1K +130 +2%
BCA
453
Bay Colony Advisors
Massachusetts
$1.6M +$1.3M +5,263 +468%
B
454
Brightworth
Georgia
$1.58M -$299K -1,212 -16%
TAM
455
Townsend Asset Management
North Carolina
$1.58M -$11.4K -46 -0.7%
ZF
456
Zhang Financial
Michigan
$1.57M – – –
ADL
457
Asset Dedication LLC
California
$1.56M +$1.48K +6 +0.1%
HW
458
Hancock Whitney
Mississippi
$1.55M -$5.87M -23,780 -79%
ST
459
Sabal Trust
Florida
$1.55M +$101K +409 +7%
CF
460
Centaurus Financial
California
$1.55M -$84.4K -342 -5%
MG
461
Mather Group
Illinois
$1.54M +$253K +1,025 +20%
LWA
462
LWS Wealth Advisors
New Jersey
$1.53M -$15.8K -64 -1%
RWA
463
River Wealth Advisors
Pennsylvania
$1.53M – – –
SWA
464
Stratos Wealth Advisors
Ohio
$1.53M +$908K +3,677 +151%
CA
465
Cornerstone Advisory
Maryland
$1.53M -$233K -942 -13%
WB
466
Webster Bank
Connecticut
$1.52M +$40.7K +165 +3%
WJA
467
Willis Johnson & Associates
Texas
$1.51M -$129K -522 -8%
CIC
468
Carnegie Investment Counsel
Ohio
$1.5M -$712K -2,885 -32%
CAC
469
Certified Advisory Corp
Florida
$1.5M -$57.8K -234 -4%
MCM
470
Morton Capital Management
California
$1.48M +$1.73K +7 +0.1%
ZIC
471
ZWJ Investment Counsel
Georgia
$1.48M -$501K -2,030 -26%
BC
472
Bartlett & Co
Ohio
$1.47M +$38.3K +155 +3%
BCWM
473
Bartlett & Co Wealth Management
Ohio
$1.47M +$38.3K +155 +3%
ST
474
Smithfield Trust
Pennsylvania
$1.47M – – –
TPWA
475
TRUE Private Wealth Advisors
Oregon
$1.46M +$10.6K +43 +0.7%
17 18
19
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