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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
501
ZWJ Investment Counsel
Georgia
$2.61M -$143K -360 -5%
BFM
502
Broadview Financial Management
Wisconsin
$2.61M +$3.96K +10 +0.2%
FWIA
503
Fort Washington Investment Advisors
Ohio
$2.61M -$890K -2,245 -26%
SAI
504
Savvy Advisors Inc
New York
$2.6M +$675K +1,704 +37%
RWA
505
River Wealth Advisors
Pennsylvania
$2.6M -$15.5K -39 -0.6%
JIC
506
Joel Isaacson & Co
New York
$2.59M -$198K -500 -7%
FCBT
507
First Citizens Bank & Trust
North Carolina
$2.59M +$385K +971 +18%
GCA
508
Genesee Capital Advisors
New York
$2.58M -$41.2K -104 -2%
EFS
509
Essex Financial Services
Connecticut
$2.57M -$16.6K -42 -0.7%
SF
510
Summit Financial
New Jersey
$2.56M +$53.1K +134 +2%
DADC
511
D.A. Davidson & Co
Montana
$2.55M -$21.8K -55 -0.9%
GG
512
GenWealth Group
New Jersey
$2.55M -$23K -58 -0.9%
SW
513
SVB Wealth
Massachusetts
$2.54M -$984K -2,484 -29%
SWA
514
Sightline Wealth Advisors
Connecticut
$2.54M -$55.9K -141 -2%
AFG
515
Allegheny Financial Group
Pennsylvania
$2.54M -$97.9K -247 -4%
HAG
516
HighPoint Advisor Group
Illinois
$2.54M +$793 +2 +0%
VCM
517
Vision Capital Management
Oregon
$2.52M – – –
NFG
518
Nadler Financial Group
Illinois
$2.5M -$129K -325 -5%
RPC
519
Rossmore Private Capital
Connecticut
$2.5M – – –
NAM
520
NorthCrest Asset Manangement
Minnesota
$2.48M +$69.4K +175 +3%
PSA
521
Plum Street Advisors
Louisiana
$2.47M -$595K -1,501 -20%
FIA
522
Foundations Investment Advisors
Arizona
$2.46M +$61K +154 +3%
ZS
523
Zenith Solutions
Pennsylvania
$2.46M +$2.38M +5,998 New
ST
524
Smithfield Trust
Pennsylvania
$2.44M – – –
BNMT
525
Bawa N Mallick Trust
New York
$2.44M – – –
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