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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TT
626
TI-Trust
Illinois
$985K – – –
FWI
627
Facet Wealth Inc
Maryland
$981K +$223K +814 +31%
MFIM
628
Mesirow Financial Investment Management
Illinois
$981K -$1.18M -4,299 -56%
CTA
629
Colonial Trust Advisors
South Carolina
$979K – – –
RIA
630
Regal Investment Advisors
Michigan
$976K +$1.64K +6 +0.2%
LSPW
631
Lake Street Private Wealth
Illinois
$973K – – –
BOPW
632
Brandywine Oak Private Wealth
Pennsylvania
$972K – – –
OC
633
Oppenheimer & Co
New York
$965K -$46.3K -169 -5%
RJT
634
Raymond James Trust
Florida
$964K -$54K -197 -6%
FTS
635
Fifth Third Securities
Ohio
$961K -$8.5K -31 -0.9%
KWM
636
Kingsview Wealth Management
Oregon
$960K -$150K -547 -14%
AF
637
Advisornet Financial
Minnesota
$954K +$908K +3,312 New
RC
638
Roundview Capital
New Jersey
$952K +$906K +3,306 New
OFS
639
Oldfather Financial Services
Nebraska
$952K – – –
GF
640
Gries Financial
Ohio
$947K -$35.6K -130 -4%
BG
641
Bollard Group
Massachusetts
$942K +$2.74K +10 +0.3%
CC
642
Courier Capital
New York
$940K -$40.8K -149 -4%
CAM
643
Cozad Asset Management
Illinois
$937K -$61.4K -224 -6%
OWA
644
One Wealth Advisors
California
$935K -$1.8M -6,566 -67%
CTB
645
Country Trust Bank
Illinois
$932K – – –
DFA
646
DHJJ Financial Advisors
Illinois
$929K – – –
FFA
647
Founders Financial Alliance
North Carolina
$925K +$640K +2,336 +267%
W
648
Wealthquest
Ohio
$923K – – –
GWSG
649
GPS Wealth Strategies Group
Colorado
$921K +$3.56K +13 +0.4%
MPWT
650
MassMutual Private Wealth & Trust
Connecticut
$920K +$207K +757 +31%
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26
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