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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
601
Abundance Wealth Counselors
Pennsylvania
$835K +$813K +3,158 New
CWA
602
CJM Wealth Advisers
Virginia
$835K +$813K +3,157 New
WPC
603
Waters Parkerson & Co
Louisiana
$833K – – –
SFP
604
Shepherd Financial Partners
Massachusetts
$831K – – –
ASW
605
Astoria Strategic Wealth
Texas
$827K – – –
CAAS
606
Capital Asset Advisory Services
Michigan
$824K +$88.8K +345 +12%
FTS
607
Fifth Third Securities
Ohio
$822K -$25.2K -98 -3%
X
608
Xponance
Pennsylvania
$821K -$180K -701 -18%
CSIC
609
Clifford Swan Investment Counsel
California
$817K +$73.4K +285 +10%
AIA
610
Alera Investment Advisors
Illinois
$809K – – –
1CP
611
17 Capital Partners
Arizona
$808K +$3.09K +12 +0.4%
OC
612
Oppenheimer & Co
New York
$807K -$14.7K -57 -2%
PFM
613
Parsec Financial Management
North Carolina
$804K – – –
CAG
614
Crestwood Advisors Group
Massachusetts
$794K -$10.3K -40 -1%
BCP
615
Berkeley Capital Partners
Georgia
$793K -$139K -540 -15%
TI
616
Trexquant Investment
Connecticut
$791K +$30.9K +120 +4%
CFG
617
Citizens Financial Group
Rhode Island
$784K +$42.5K +165 +6%
DDPIC
618
Deroy & Devereaux Private Investment Counsel
Michigan
$779K – – –
WPA
619
West Paces Advisors
Georgia
$777K – – –
BA
620
Bristlecone Advisors
Washington
$769K +$2.57K +10 +0.3%
NFG
621
Next Financial Group
Texas
$768K +$286K +1,113 +62%
PJSIMP
622
P.J. Schmidt Investment Management (PJS)
Wisconsin
$759K +$783K +3,041 New
MIFH
623
Migdal Insurance & Financial Holdings
Israel
$757K +$734K +2,852 New
GF
624
Gries Financial
Ohio
$756K +$515 +2 +0.1%
HCM
625
HMS Capital Management
Tennessee
$750K – – –
23 24
25
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