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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
526
Sightline Wealth Advisors
Connecticut
$1.03M +$122K +574 +13%
MCM
527
Morton Capital Management
California
$1.03M +$3.81K +18 +0.4%
LFWA
528
LBJ Family Wealth Advisors
Texas
$1.03M +$4.45K +21 +0.4%
CI
529
Conning Inc
Connecticut
$1.02M – – –
NCM
530
Neumann Capital Management
California
$1.01M -$74.9K -354 -7%
WIC
531
Whitegate Investment Counselors
New Hampshire
$1M +$2.12K +10 +0.2%
ET
532
Equitable Trust
Tennessee
$1M +$1.01M +4,767 New
PG
533
Patten Group
Tennessee
$994K -$99.7K -471 -9%
RWA
534
Ropes Wealth Advisors
Massachusetts
$989K – – –
PCA
535
Peddock Capital Advisors
Massachusetts
$988K +$4.02K +19 +0.4%
CAM
536
Chandler Asset Management
California
$987K – – –
IWA
537
Intercontinental Wealth Advisors
Texas
$985K -$95.3K -450 -9%
RWM
538
Rockwood Wealth Management
Pennsylvania
$978K +$22.4K +106 +2%
APG
539
Abacus Planning Group
South Carolina
$977K – – –
AIM
540
Avity Investment Management
Connecticut
$977K – – –
PA
541
Procyon Advisors
Connecticut
$961K +$732K +3,459 +313%
VF
542
Vawter Financial
Ohio
$956K +$961K +4,539 New
COI
543
Connable Office Inc
Michigan
$949K +$181K +855 +23%
MAM
544
McCarthy Asset Management
California
$933K -$2.75K -13 -0.3%
JIC
545
Joel Isaacson & Co
New York
$932K +$3.6K +17 +0.4%
SSC
546
Syverson Strege & Co
Iowa
$927K +$847 +4 +0.1%
HWA
547
Heritage Wealth Advisors
Virginia
$926K – – –
PA
548
Parallel Advisors
California
$916K -$372K -1,756 -29%
TI
549
Truepoint Inc
Ohio
$916K – – –
ES
550
Eagle Strategies
New York
$912K +$2.75K +13 +0.3%
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