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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
576
Quadrant Private Wealth Management
Pennsylvania
$247K +$961 +6 +0.4%
PA
577
Pinnacle Associates
New York
$246K -$160 -1 -0.1%
OMC
578
Old Mission Capital
Illinois
$244K +$240K +1,500 New
DT
579
Diversified Trust
Tennessee
$241K -$20K -125 -8%
NNP
580
Nachman Norwood & Parrott
South Carolina
$238K – – –
SI
581
Scharf Investments
California
$235K -$63.1K -394 -21%
FCBT
582
First Citizens Bank & Trust
North Carolina
$235K +$231K +1,442 New
PA
583
PFG Advisors
Arizona
$234K – – –
OWD
584
Osborn Williams & Donohoe
Ohio
$231K -$9.93K -62 -4%
NCM
585
Next Capital Management
New York
$230K +$19.9K +124 +10%
IWA
586
Independence Wealth Advisors
Virginia
$228K – – –
AMG
587
Asset Management Group
Connecticut
$228K +$1.12K +7 +0.5%
WTB
588
Washington Trust Bank
Washington
$227K -$1.24M -7,771 -85%
BHB
589
Bank Hapoalim BM
Israel
$225K – – –
CBT
590
Capital Bank & Trust
California
$222K +$140K +874 +178%
SG
591
StoneX Group
New York
$219K +$160 +1 +0.1%
IFAM
592
Institutional & Family Asset Management
Colorado
$217K -$6.88K -43 -3%
PP
593
PagnatoKarp Partners
Virginia
$217K – – –
GG
594
Greenwood Gearhart
Arkansas
$215K -$272K -1,698 -56%
WI
595
Wintrust Investments
Illinois
$215K – – –
ZCA
596
Zeke Capital Advisors
Pennsylvania
$212K -$10.4K -65 -5%
RIA
597
Regal Investment Advisors
Michigan
$211K +$208K +1,299 New
CFA
598
Carroll Financial Associates
North Carolina
$210K – – –
VA
599
Valmark Advisers
Ohio
$204K +$200K +1,252 New
VCM
600
Virtue Capital Management
Tennessee
$202K -$34.6K -216 -15%
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