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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
626
Hilltop National Bank
Wyoming
$1.06M – – –
WIC
627
Whitegate Investment Counselors
New Hampshire
$1.06M -$5.17K -18 -0.5%
WHCI
628
W.H. Cornerstone Investments
Massachusetts
$1.06M +$1.44K +5 +0.1%
KWM
629
Keebeck Wealth Management
Illinois
$1.06M +$1.15K +4 +0.1%
WSWA
630
Warren Street Wealth Advisors
California
$1.05M -$36.8K -128 -3%
LPT
631
Legacy Private Trust
Wisconsin
$1.05M – – –
RIA
632
Regal Investment Advisors
Michigan
$1.05M +$40.2K +140 +4%
FAM
633
Flaharty Asset Management
Florida
$1.05M -$7.18K -25 -0.7%
OWA
634
One Wealth Advisors
California
$1.05M +$96.2K +335 +10%
SCM
635
SOL Capital Management
Maryland
$1.04M +$287K +1,000 +40%
KC
636
Kades & Cheifetz
Pennsylvania
$1.03M +$2.58K +9 +0.3%
ORG
637
Optimist Retirement Group
Washington
$1.02M +$574 +2 +0.1%
CAG
638
Crestwood Advisors Group
Massachusetts
$1.02M -$13.8K -48 -1%
TWM
639
TSA Wealth Management
Texas
$1.02M +$359K +1,251 +57%
TT
640
TI-Trust
Illinois
$1.02M – – –
CTA
641
Colonial Trust Advisors
South Carolina
$1.01M – – –
RVPG
642
Relative Value Partners Group
$1.01M -$3.42M -11,903 -78%
LSPW
643
Lake Street Private Wealth
Illinois
$1.01M – – –
BOPW
644
Brandywine Oak Private Wealth
Pennsylvania
$1M – – –
MFA
645
McClarren Financial Advisors
Pennsylvania
$1M -$486K -1,694 -45%
CC
646
Courier Capital
New York
$988K +$16.1K +56 +2%
RC
647
Roundview Capital
New Jersey
$984K – – –
BG
648
Bollard Group
Massachusetts
$976K +$2.3K +8 +0.2%
MPW
649
MA Private Wealth
California
$975K +$941K +3,276 New
HGWM
650
Horst & Graben Wealth Management
Oregon
$972K +$90.4K +315 +11%
24 25
26
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