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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWF
601
Epstein & White Financial
California
$328K -$168K -982 -35%
RZH
602
Relyea Zuckerberg Hanson
Connecticut
$327K +$313K +1,834 New
VFA
603
Voya Financial Advisors
Connecticut
$323K -$28K -164 -8%
PAMG
604
Patton Albertson Miller Group
Tennessee
$321K – – –
PFS
605
Prospera Financial Services
Texas
$319K +$45.1K +264 +17%
BHIA
606
Birch Hill Investment Advisors
Massachusetts
$318K +$304K +1,780 New
PAS
607
Park Avenue Securities
New York
$317K +$303K +1,776 New
SYBT
608
Stock Yards Bank & Trust
Kentucky
$316K – – –
ASC
609
Atalanta Sosnoff Capital
New York
$311K +$297K +1,741 New
EP
610
Eudaimonia Partners
Tennessee
$310K +$296K +1,736 New
JFA
611
Johanson Financial Advisors
California
$309K +$2.73K +16 +0.9%
AIA
612
Avalon Investment & Advisory
Texas
$309K – – –
MMHP
613
Murphy Middleton Hinkle & Parker
Georgia
$309K – – –
CCP
614
Corient Capital Partners
California
$305K – – –
TTWM
615
TCV Trust & Wealth Management
Virginia
$303K – – –
TWM
616
Tolleson Wealth Management
Texas
$302K – – –
HTC
617
Haverford Trust Company
Pennsylvania
$300K – – –
AWA
618
Arete Wealth Advisors
Illinois
$298K -$50.7K -297 -15%
IWAG
619
Integer Wealth Advisors Group
Georgia
$298K +$278K +1,631 New
WIM
620
Weitz Investment Management
Nebraska
$294K – – –
MFS
621
McNamara Financial Services
Massachusetts
$292K -$8.7K -51 -3%
IRAG
622
Investment Research & Advisory Group
Georgia
$292K +$279K +1,635 New
GRP
623
Global Retirement Partners
California
$291K -$18.9K -111 -6%
SWP
624
Strategic Wealth Partners
Ohio
$289K -$13K -76 -4%
SW
625
SkyOak Wealth
Michigan
$289K +$277K +1,621 New
23 24
25
26 27