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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
526
Members Wealth
Pennsylvania
$1.61M +$1.36M +4,720 New
PCA
527
Peddock Capital Advisors
Massachusetts
$1.6M +$29.6K +103 +2%
EFS
528
Essex Financial Services
Connecticut
$1.59M +$154K +535 +11%
AFG
529
Allegheny Financial Group
Pennsylvania
$1.58M +$195K +680 +15%
SHFA
530
SC&H Financial Advisors
Maryland
$1.56M +$861 +3 +0.1%
TWA
531
Talisman Wealth Advisors
New Jersey
$1.55M -$2.01K -7 -0.1%
FCBT
532
First Citizens Bank & Trust
North Carolina
$1.54M -$25.8K -90 -2%
FWM
533
Fairhaven Wealth Management
Illinois
$1.54M – – –
FLPIM
534
F.L. Putnam Investment Management
Massachusetts
$1.54M +$3.44K +12 +0.2%
LEA
535
Legacy Edge Advisors
New York
$1.54M +$154K +537 +12%
PGWM
536
Parisi Gray Wealth Management
New Jersey
$1.53M -$861 -3 -0.1%
SRL
537
Scientech Research LLC
New Jersey
$1.53M +$1.47M +5,127 New
FFA
538
Farther Finance Advisors
California
$1.52M +$52.8K +184 +4%
FB
539
Fulton Bank
Pennsylvania
$1.5M -$76.1K -265 -5%
MCM
540
Morton Capital Management
California
$1.49M – – –
CAM
541
Chandler Asset Management
California
$1.49M – – –
CIAS
542
CFS Investment Advisory Services
New Jersey
$1.49M +$1.43M +4,997 New
AP
543
Adero Partners
California
$1.48M – – –
SWA
544
Sightline Wealth Advisors
Connecticut
$1.47M +$1.44K +5 +0.1%
CCG
545
Cypress Capital Group
Florida
$1.47M -$21.8K -76 -2%
CWS
546
Cypress Wealth Services
California
$1.47M +$4.88K +17 +0.3%
WB
547
WesBanco Bank
West Virginia
$1.45M +$7.75K +27 +0.6%
PG
548
Patten Group
Tennessee
$1.45M +$41.3K +144 +3%
CAC
549
Certified Advisory Corp
Florida
$1.44M +$1.39M +4,849 New
SA
550
Strategic Advisors
New York
$1.44M -$259K -901 -16%
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