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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
ALWM
451
Andrews Lucia Wealth Management
California
$1.45M – – –
VPP
452
Vertex Planning Partners
Illinois
$1.45M – – –
NAM
453
NorthCrest Asset Manangement
Minnesota
$1.45M +$47.5K +216 +3%
CT
454
Coastline Trust
Rhode Island
$1.44M +$12.1K +55 +0.9%
RPC
455
Rossmore Private Capital
Connecticut
$1.44M – – –
CGPCS
456
Capital Group Private Client Services
California
$1.43M +$4.62K +21 +0.3%
WB
457
Webster Bank
Connecticut
$1.43M – – –
ABC
458
Associated Banc-Corp
Wisconsin
$1.42M – – –
TAM
459
Townsend Asset Management
North Carolina
$1.41M -$24.6K -112 -2%
GL
460
Graypoint LLC
New York
$1.41M +$75.7K +344 +6%
LWMNY
461
Landmark Wealth Management (New York)
New York
$1.4M +$45.8K +208 +3%
WF
462
Welch & Forbes
Massachusetts
$1.4M -$49.5K -225 -3%
AFG
463
AFS Financial Group
Maryland
$1.4M – – –
CA
464
Cornerstone Advisory
Maryland
$1.39M +$1.98K +9 +0.1%
LC
465
Landaas & Company
Wisconsin
$1.37M – – –
SHJ
466
Sharkey, Howes & Javer
Colorado
$1.35M +$111K +504 +9%
MFA
467
Mayflower Financial Advisors
Massachusetts
$1.35M +$198K +901 +18%
RWA
468
River Wealth Advisors
Pennsylvania
$1.35M – – –
SC
469
Savant Capital
Illinois
$1.33M +$6.6K +30 +0.5%
MWM
470
Meridian Wealth Management
Kentucky
$1.33M -$114K -520 -8%
FLPIM
471
F.L. Putnam Investment Management
Massachusetts
$1.32M +$75K +341 +6%
ST
472
Smithfield Trust
Pennsylvania
$1.32M -$2.64K -12 -0.2%
CAC
473
Certified Advisory Corp
Florida
$1.3M -$32.6K -148 -3%
PA
474
Procyon Advisors
Connecticut
$1.3M +$262K +1,189 +26%
ZIC
475
ZWJ Investment Counsel
Georgia
$1.29M -$16.9K -77 -1%
17 18
19
20 21