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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
601
Gries Financial
Ohio
$753K +$220 +1 +0%
LPT
602
Legacy Private Trust
Wisconsin
$751K – – –
HCM
603
Highview Capital Management
Illinois
$747K – – –
CFG
604
Citizens Financial Group
Rhode Island
$740K +$201K +912 +38%
RA
605
Ruggaard & Associates
Ohio
$740K +$723K +3,284 New
YIH
606
Y-Intercept (HK)
Hong Kong
$739K +$722K +3,279 New
CA
607
Cortland Associates
Missouri
$738K – – –
WJA
608
Willis Johnson & Associates
Texas
$736K -$188K -855 -21%
CTB
609
Country Trust Bank
Illinois
$729K – – –
IA
610
IFS Advisors
Kansas
$728K -$6.82K -31 -1%
LSPW
611
Lake Street Private Wealth
Illinois
$727K – – –
BG
612
Bollard Group
Massachusetts
$727K +$2.64K +12 +0.4%
W
613
Wealthquest
Ohio
$724K – – –
ST
614
Spinnaker Trust
Maine
$722K – – –
PCM
615
Parsons Capital Management
Rhode Island
$722K +$705K +3,204 New
FPAS
616
Focus Partners Advisor Solutions
Missouri
$719K +$149K +675 +27%
CWM
617
Cahaba Wealth Management
Georgia
$718K +$7.92K +36 +1%
GWSG
618
GPS Wealth Strategies Group
Colorado
$717K +$701K +3,185 New
LWMM
619
Legacy Wealth Management (Mississippi)
Mississippi
$715K -$77K -350 -10%
CWA
620
CJM Wealth Advisers
Virginia
$711K – – –
AWC
621
Abundance Wealth Counselors
Pennsylvania
$711K – – –
WPC
622
Waters Parkerson & Co
Louisiana
$709K – – –
MWA
623
Meridian Wealth Advisors
Texas
$708K -$16.3K -74 -2%
CAG
624
Crestwood Advisors Group
Massachusetts
$708K -$9.02K -41 -1%
WCP
625
Wick Capital Partners
Pennsylvania
$707K +$270K +1,229 +64%
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