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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
501
Rossmore Private Capital
Connecticut
$1.61M -$58K -237 -4%
IA
502
IFP Advisors
Florida
$1.61M +$14.4K +59 +1%
PPWP
503
Premier Path Wealth Partners
New Jersey
$1.61M +$1.5M +6,136 New
TI
504
Trexquant Investment
Connecticut
$1.61M -$598K -2,442 -28%
WW
505
Westshore Wealth
California
$1.61M -$110K -450 -7%
ATC
506
Argent Trust Co
Tennessee
$1.6M -$26K -106 -2%
RWA
507
River Wealth Advisors
Pennsylvania
$1.6M – – –
NAM
508
NorthCrest Asset Manangement
Minnesota
$1.59M -$90.6K -370 -6%
CT
509
Coastline Trust
Rhode Island
$1.58M +$184K +750 +14%
CA
510
Cornerstone Advisory
Maryland
$1.57M +$1.96K +8 +0.1%
MFA
511
Mayflower Financial Advisors
Massachusetts
$1.57M +$28.2K +115 +2%
HPM
512
Hoxton Planning & Management
West Virginia
$1.56M +$466K +1,904 +47%
ACM
513
Ardent Capital Management
Ohio
$1.55M – – –
GL
514
Graypoint LLC
New York
$1.55M -$4.9K -20 -0.3%
CWS
515
Cypress Wealth Services
California
$1.54M +$158K +645 +12%
AI
516
Auour Investments
Massachusetts
$1.53M -$20.8K -85 -1%
ST
517
Smithfield Trust
Pennsylvania
$1.52M – – –
SHJ
518
Sharkey, Howes & Javer
Colorado
$1.52M – – –
MSRPS
519
Maryland State Retirement & Pension System
Maryland
$1.5M +$402K +1,642 +40%
FA
520
FDx Advisors
Illinois
$1.5M +$1.4M +5,718 New
CAAM
521
Cornerstone Advisors Asset Management
Pennsylvania
$1.49M – – –
AL
522
ADE LLC
Maryland
$1.49M +$2.69K +11 +0.2%
ADL
523
Asset Dedication LLC
California
$1.47M -$3.92K -16 -0.3%
VCM
524
Vision Capital Management
Oregon
$1.47M +$1.37M +5,590 New
FBFS
525
First Business Financial Services
Wisconsin
$1.46M – – –
19 20
21
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