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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
501
Redmond Asset Management
Virginia
$230K – – –
QPWM
502
Quadrant Private Wealth Management
Pennsylvania
$226K -$29.7K -197 -12%
BHB
503
Bank Hapoalim BM
Israel
$225K – – –
CS
504
Comerica Securities
Michigan
$217K +$215K +1,429 New
BBA
505
BLB&B Advisors
Pennsylvania
$216K – – –
CCT
506
Country Club Trust
Missouri
$214K -$82.4K -547 -28%
HDIM
507
Hanson & Doremus Investment Management
Vermont
$214K – – –
OWD
508
Osborn Williams & Donohoe
Ohio
$214K – – –
WTB
509
Washington Trust Bank
Washington
$211K – – –
IIC
510
Integrated Investment Consultants
Michigan
$209K -$9.79K -65 -5%
AMG
511
Asset Management Group
Connecticut
$208K – – –
IFAM
512
Institutional & Family Asset Management
Colorado
$205K – – –
SG
513
StoneX Group
New York
$205K +$203K +1,346 New
CF
514
Centaurus Financial
California
$205K +$203K +1,347 New
TFCP
515
Twin Focus Capital Partners
Massachusetts
$205K +$204K +1,351 New
WCM
516
Windsor Capital Management
Arizona
$204K -$11.1K -74 -5%
PP
517
PagnatoKarp Partners
Virginia
$202K +$201K +1,332 New
SBAM
518
Santa Barbara Asset Management
California
$201K +$199K +1,320 New
SAM
519
Summit Asset Management
Tennessee
$201K +$199K +1,321 New
WI
520
Wintrust Investments
Illinois
$200K +$199K +1,319 New
IP
521
Isthmus Partners
Wisconsin
$195K – – –
SBL
522
Sargent Bickham Lagudis
Colorado
$188K -$44K -292 -19%
POIA
523
Pin Oak Investment Advisors
Texas
$181K – – –
OIA
524
OneDigital Investment Advisors
Kansas
$179K – – –
WPW
525
Winthrop Partners - WNY
New York
$179K – – –
19 20
21
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