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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
501
Fairhaven Wealth Management
Illinois
$1.21M – – –
IWM
502
IHT Wealth Management
Illinois
$1.21M -$63.2K -258 -5%
ZIC
503
ZWJ Investment Counsel
Georgia
$1.21M -$9.3K -38 -0.7%
DWT
504
Dorsey & Whitney Trust
South Dakota
$1.18M +$306K +1,250 +33%
AP
505
Adero Partners
California
$1.18M -$20.8K -85 -2%
PCA
506
Peddock Capital Advisors
Massachusetts
$1.17M +$13.7K +56 +1%
CAM
507
Chandler Asset Management
California
$1.17M – – –
KPWS
508
Kestra Private Wealth Services
Texas
$1.17M -$12.7K -52 -1%
SWA
509
Sightline Wealth Advisors
Connecticut
$1.16M +$1.47K +6 +0.1%
MCM
510
Morton Capital Management
California
$1.15M – – –
NW
511
NewEdge Wealth
Pennsylvania
$1.15M -$62.2K -254 -5%
TIA
512
Tiemann Investment Advisors
California
$1.15M – – –
CPG
513
Cornerstone Planning Group
New Jersey
$1.14M -$15.4K -63 -1%
WB
514
WesBanco Bank
West Virginia
$1.14M -$50.7K -207 -4%
MOS
515
MGO One Seven
Ohio
$1.13M -$14.9K -61 -1%
AFG
516
Allegheny Financial Group
Pennsylvania
$1.12M +$533K +2,179 +84%
CA
517
CoreCap Advisors
Michigan
$1.12M – – –
MWM
518
Meridian Wealth Management
Kentucky
$1.11M +$623K +2,543 +115%
PA
519
Procyon Advisors
Connecticut
$1.11M -$45K -184 -4%
RC
520
Rovin Capital
Arizona
$1.11M -$114K -465 -9%
NCM
521
Neumann Capital Management
California
$1.11M -$3.92K -16 -0.3%
PG
522
Patten Group
Tennessee
$1.11M +$66.1K +270 +6%
CCA
523
Checchi Capital Advisers
California
$1.1M +$805K +3,289 +233%
RWA
524
Ropes Wealth Advisors
Massachusetts
$1.1M – – –
RWM
525
Rockwood Wealth Management
Pennsylvania
$1.09M – – –
19 20
21
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