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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
501
Rossmore Private Capital
Connecticut
$1.87M – – –
TFGT
502
TS Financial Group (TSFG)
Illinois
$1.86M -$270K -834 -12%
RWA
503
River Wealth Advisors
Pennsylvania
$1.85M – – –
ALWM
504
Andrews Lucia Wealth Management
California
$1.84M – – –
BNMT
505
Bawa N Mallick Trust
New York
$1.83M – – –
HW
506
Hancock Whitney
Mississippi
$1.83M -$337K -1,042 -15%
G
507
GenTrust
Florida
$1.82M – – –
ACM
508
Ardent Capital Management
Ohio
$1.82M – – –
TAM
509
Townsend Asset Management
North Carolina
$1.81M +$3.88K +12 +0.2%
TI
510
Truepoint Inc
Ohio
$1.8M +$289K +893 +18%
NCM
511
Next Capital Management
New York
$1.79M -$2.33M -7,213 -55%
CT
512
Coastline Trust
Rhode Island
$1.78M – – –
PRRFG
513
Paul R. Ried Financial Group
Washington
$1.77M – – –
ST
514
Smithfield Trust
Pennsylvania
$1.77M – – –
MFGP
515
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.77M +$3.56K +11 +0.2%
CCT
516
Capital City Trust
Florida
$1.77M – – –
MCM
517
Manchester Capital Management
Vermont
$1.74M -$1.03M -3,192 -36%
ADL
518
Asset Dedication LLC
California
$1.74M +$1.29K +4 +0.1%
TWM
519
TSA Wealth Management
Texas
$1.73M +$667K +2,063 +57%
KCM
520
KM Capital Management
Texas
$1.73M +$286K +883 +19%
BBW
521
Blue Barn Wealth
Utah
$1.72M -$172K -531 -9%
FBFS
522
First Business Financial Services
Wisconsin
$1.71M – – –
VCM
523
Vision Capital Management
Oregon
$1.71M – – –
WW
524
Westshore Wealth
California
$1.7M – – –
AWA
525
Arkadios Wealth Advisors
Georgia
$1.7M +$233K +720 +15%
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