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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMNY
451
Landmark Wealth Management (New York)
New York
$1.25M +$1.39M +6,336 New
MOS
452
MGO One Seven
Ohio
$1.25M +$6.36K +29 +0.5%
WB
453
Webster Bank
Connecticut
$1.25M +$52.6K +240 +4%
CGPCS
454
Capital Group Private Client Services
California
$1.24M – – –
TPWA
455
TRUE Private Wealth Advisors
Oregon
$1.23M – – –
ST
456
Sabal Trust
Florida
$1.23M – – –
RWA
457
River Wealth Advisors
Pennsylvania
$1.21M – – –
CA
458
Cornerstone Advisory
Maryland
$1.21M – – –
PA
459
Parallel Advisors
California
$1.21M +$142K +649 +12%
AI
460
Atria Investments
North Carolina
$1.2M -$258K -1,176 -16%
MSS
461
Mitchell Sinkler & Starr
Pennsylvania
$1.19M +$1.1M +5,000 +481%
FLPIM
462
F.L. Putnam Investment Management
Massachusetts
$1.19M -$59.2K -270 -4%
IA
463
IFP Advisors
Florida
$1.19M +$311K +1,420 +22%
CAAM
464
Cornerstone Advisors Asset Management
Pennsylvania
$1.18M -$105K -477 -7%
B
465
Brightworth
Georgia
$1.17M -$19.7K -90 -1%
ADL
466
Asset Dedication LLC
California
$1.17M +$1.3M +5,923 New
CAC
467
Certified Advisory Corp
Florida
$1.17M +$1.32K +6 +0.1%
EWM
468
Empirical Wealth Management
Washington
$1.16M -$82K -374 -6%
ZIC
469
ZWJ Investment Counsel
Georgia
$1.16M – – –
ST
470
Smithfield Trust
Pennsylvania
$1.16M -$3.51K -16 -0.3%
WGCA
471
Wolf Group Capital Advisors
Virginia
$1.14M -$11.2K -51 -0.9%
SVWAG
472
Sound View Wealth Advisors Group
Georgia
$1.14M -$43.6K -199 -3%
MBT
473
Montecito Bank & Trust
California
$1.12M -$640K -2,920 -34%
TF
474
TimeScale Financial
Massachusetts
$1.11M -$197K -897 -14%
FB
475
Fulton Bank
Pennsylvania
$1.11M – – –
17 18
19
20 21