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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
501
IFP Advisors
Florida
$1.61M +$14.4K +59 +1%
PPWP
502
Premier Path Wealth Partners
New Jersey
$1.61M +$1.5M +6,136 New
TI
503
Trexquant Investment
Connecticut
$1.61M -$598K -2,442 -28%
WW
504
Westshore Wealth
California
$1.61M -$110K -450 -7%
ATC
505
Argent Trust Co
Tennessee
$1.6M -$26K -106 -2%
RWA
506
River Wealth Advisors
Pennsylvania
$1.6M – – –
NAM
507
NorthCrest Asset Manangement
Minnesota
$1.59M -$90.6K -370 -6%
CT
508
Coastline Trust
Rhode Island
$1.58M +$184K +750 +14%
CA
509
Cornerstone Advisory
Maryland
$1.57M +$1.96K +8 +0.1%
MFA
510
Mayflower Financial Advisors
Massachusetts
$1.57M +$28.2K +115 +2%
HPM
511
Hoxton Planning & Management
West Virginia
$1.56M +$466K +1,904 +47%
ACM
512
Ardent Capital Management
Ohio
$1.55M – – –
GL
513
Graypoint LLC
New York
$1.55M -$4.9K -20 -0.3%
CWS
514
Cypress Wealth Services
California
$1.54M +$158K +645 +12%
AI
515
Auour Investments
Massachusetts
$1.53M -$20.8K -85 -1%
ST
516
Smithfield Trust
Pennsylvania
$1.52M – – –
SHJ
517
Sharkey, Howes & Javer
Colorado
$1.52M – – –
MSRPS
518
Maryland State Retirement & Pension System
Maryland
$1.5M +$402K +1,642 +40%
FA
519
FDx Advisors
Illinois
$1.5M +$1.4M +5,718 New
CAAM
520
Cornerstone Advisors Asset Management
Pennsylvania
$1.49M – – –
AL
521
ADE LLC
Maryland
$1.49M +$2.69K +11 +0.2%
ADL
522
Asset Dedication LLC
California
$1.47M -$3.92K -16 -0.3%
VCM
523
Vision Capital Management
Oregon
$1.47M +$1.37M +5,590 New
FBFS
524
First Business Financial Services
Wisconsin
$1.46M – – –
JIC
525
Joel Isaacson & Co
New York
$1.46M -$18.1K -74 -1%
19 20
21
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