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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
476
Bartlett & Co Wealth Management
Ohio
$1.29M -$508K -2,400 -28%
BC
477
Bartlett & Co
Ohio
$1.29M -$508K -2,400 -28%
MSS
478
Mitchell Sinkler & Starr
Pennsylvania
$1.29M +$15.9K +75 +1%
RDWM
479
Red Door Wealth Management
Tennessee
$1.28M +$1.05M +4,950 +432%
LC
480
Landaas & Company
Wisconsin
$1.28M +$1.29M +6,080 New
IA
481
IFP Advisors
Florida
$1.27M +$120K +568 +7%
AL
482
ADE LLC
Maryland
$1.27M +$1.28M +6,051 New
LWMNY
483
Landmark Wealth Management (New York)
New York
$1.27M -$66.7K -315 -5%
JJBC
484
James J. Burns & Company
New York
$1.26M -$386K -1,824 -23%
RWA
485
River Wealth Advisors
Pennsylvania
$1.26M -$33.9K -160 -3%
CT
486
Cambridge Trust
Massachusetts
$1.26M +$1.03M +4,873 +443%
GL
487
Graypoint LLC
New York
$1.25M -$106K -500 -8%
CAC
488
Certified Advisory Corp
Florida
$1.24M +$1.27K +6 +0.1%
CAAM
489
Cornerstone Advisors Asset Management
Pennsylvania
$1.24M – – –
EWM
490
Empirical Wealth Management
Washington
$1.24M – – –
ST
491
Smithfield Trust
Pennsylvania
$1.23M – – –
CCG
492
Cypress Capital Group
Florida
$1.23M -$185K -876 -13%
NW
493
NewEdge Wealth
Pennsylvania
$1.23M +$76K +359 +7%
ZIC
494
ZWJ Investment Counsel
Georgia
$1.23M -$16.1K -76 -1%
AI
495
Atria Investments
North Carolina
$1.21M -$75.2K -355 -6%
WHCI
496
W.H. Cornerstone Investments
Massachusetts
$1.2M +$1.16M +5,484 New
SC
497
Savant Capital
Illinois
$1.2M +$266K +1,257 +27%
ADL
498
Asset Dedication LLC
California
$1.2M -$47.2K -223 -4%
FB
499
Fulton Bank
Pennsylvania
$1.19M – – –
BWA
500
Boulder Wealth Advisors
Colorado
$1.19M +$1.19M +5,628 New
18 19
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