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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
501
WesBanco Bank
West Virginia
$1.03M -$2.03K -9 -0.2%
WWM
502
Western Wealth Management
Colorado
$1.03M -$3.53M -15,602 -76%
MCM
503
Morton Capital Management
California
$1.01M -$238K -1,055 -18%
CI
504
Conning Inc
Connecticut
$1.01M -$1.19M -5,254 -52%
LFWA
505
LBJ Family Wealth Advisors
Texas
$1.01M +$3.16K +14 +0.3%
SFS
506
Security Financial Services
Indiana
$996K +$649K +2,873 +149%
PWM
507
Perigon Wealth Management
California
$994K -$118K -522 -10%
WIC
508
Whitegate Investment Counselors
New Hampshire
$988K -$1.14M -5,046 -51%
OAP
509
One Advisory Partners
Kansas
$984K +$1.07M +4,737 New
RWA
510
Ropes Wealth Advisors
Massachusetts
$976K – – –
SHFA
511
SC&H Financial Advisors
Maryland
$976K +$427K +1,889 +67%
PCA
512
Peddock Capital Advisors
Massachusetts
$971K – – –
IA
513
IFP Advisors
Florida
$969K – – –
AIM
514
Avity Investment Management
Connecticut
$964K – – –
SC
515
Savant Capital
Illinois
$961K +$559K +2,474 +115%
GD
516
Grandfield & Dodd
New York
$950K +$37.7K +167 +4%
MW
517
MBL Wealth
North Carolina
$945K +$1.03M +4,550 New
SWA
518
Stratos Wealth Advisors
Ohio
$944K -$357K -1,579 -26%
RWM
519
Rockwood Wealth Management
Pennsylvania
$943K -$45.9K -203 -4%
NB
520
Nicolet Bankshares
Wisconsin
$942K -$471K -2,083 -31%
MWM
521
Madison Wealth Management
Ohio
$939K +$243K +1,075 +31%
SYBT
522
Stock Yards Bank & Trust
Kentucky
$926K +$628K +2,779 +165%
CIAS
523
CFS Investment Advisory Services
New Jersey
$923K +$1M +4,442 New
TLFA
524
True Link Financial Advisors
California
$917K +$118K +520 +13%
HWA
525
Heritage Wealth Advisors
Virginia
$914K -$26.7K -118 -3%
19 20
21
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