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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CGPCS
451
Capital Group Private Client Services
California
$1.6M +$43.1K +187 +3%
NAM
452
NorthCrest Asset Manangement
Minnesota
$1.58M +$10.8K +47 +0.7%
ATC
453
Argent Trust Co
Tennessee
$1.57M -$121K -525 -8%
ALWM
454
Andrews Lucia Wealth Management
California
$1.57M – – –
CT
455
Coastline Trust
Rhode Island
$1.56M – – –
RPC
456
Rossmore Private Capital
Connecticut
$1.56M – – –
AF
457
Allworth Financial
California
$1.56M -$168K -730 -10%
WB
458
Webster Bank
Connecticut
$1.54M – – –
VPP
459
Vertex Planning Partners
Illinois
$1.54M -$27.6K -120 -2%
ABC
460
Associated Banc-Corp
Wisconsin
$1.53M +$1.15K +5 +0.1%
TAM
461
Townsend Asset Management
North Carolina
$1.53M +$2.99K +13 +0.2%
BCWM
462
Bartlett & Co Wealth Management
Ohio
$1.52M +$131K +569 +10%
BC
463
Bartlett & Co
Ohio
$1.52M +$131K +569 +10%
AFG
464
AFS Financial Group
Maryland
$1.51M – – –
CA
465
Cornerstone Advisory
Maryland
$1.5M +$1.61K +7 +0.1%
OCM
466
Objective Capital Management
Ohio
$1.5M -$191K -829 -12%
CIAS
467
CFS Investment Advisory Services
New Jersey
$1.49M +$1.41M +6,124 New
AI
468
Atria Investments
North Carolina
$1.48M +$1.4M +6,078 New
RWA
469
River Wealth Advisors
Pennsylvania
$1.46M – – –
LC
470
Landaas & Company
Wisconsin
$1.45M -$26.3K -114 -2%
MFA
471
Mayflower Financial Advisors
Massachusetts
$1.44M -$13.4K -58 -1%
GL
472
Graypoint LLC
New York
$1.44M -$79.2K -344 -5%
IA
473
IFG Advisors
Missouri
$1.42M +$33.4K +145 +3%
AI
474
Auour Investments
Massachusetts
$1.41M +$1.34M +5,804 New
ST
475
Smithfield Trust
Pennsylvania
$1.41M -$9.67K -42 -0.7%
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