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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
626
LGT Financial Advisors
Texas
$699K +$702K +3,318 New
HCM
627
Highview Capital Management
Illinois
$699K +$44.9K +212 +7%
CA
628
Cortland Associates
Missouri
$689K – – –
IA
629
IFS Advisors
Kansas
$687K +$13.1K +62 +2%
CT
630
Clearstead Trust
Maine
$686K +$689K +3,257 New
SF
631
Synovus Financial
Georgia
$683K – – –
CTB
632
Country Trust Bank
Illinois
$681K -$177K -836 -21%
LSPW
633
Lake Street Private Wealth
Illinois
$680K -$21.2K -100 -3%
MWA
634
Meridian Wealth Advisors
Texas
$677K – – –
BG
635
Bollard Group
Massachusetts
$677K +$2.96K +14 +0.4%
W
636
Wealthquest
Ohio
$677K – – –
ST
637
Spinnaker Trust
Maine
$675K – – –
AF
638
Affiance Financial
Minnesota
$672K +$623K +2,944 +1,187%
CAG
639
Crestwood Advisors Group
Massachusetts
$670K – – –
ERIM
640
Eagle Ridge Investment Management
Connecticut
$667K +$213K +1,004 +46%
AWC
641
Abundance Wealth Counselors
Pennsylvania
$665K – – –
CWA
642
CJM Wealth Advisers
Virginia
$665K – – –
BL
643
Balentine LLC
Georgia
$664K -$635 -3 -0.1%
CWM
644
Cahaba Wealth Management
Georgia
$663K +$2.96K +14 +0.4%
WPC
645
Waters Parkerson & Co
Louisiana
$663K – – –
KJHP
646
K.J. Harrison & Partners
Ontario, Canada
$663K -$47.6K -225 -9%
3LCM
647
3D/L Capital Management
Connecticut
$659K +$44.2K +209 +7%
ASW
648
Astoria Strategic Wealth
Texas
$658K – – –
WA
649
Wealth Architects
California
$657K – – –
RW
650
Regimen Wealth
Georgia
$647K +$650K +3,071 New
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26
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