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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
626
Soundwatch Capital
Connecticut
$1.21M – – –
SSC
627
Syverson Strege & Co
Iowa
$1.21M +$972 +3 +0.1%
CIA
628
Choate Investment Advisors
Massachusetts
$1.21M -$648 -2 -0.1%
GD
629
Grandfield & Dodd
New York
$1.2M – – –
DPI
630
Diversified Portfolios Inc
Michigan
$1.2M +$59K +182 +5%
LP
631
LMR Partners
United Kingdom
$1.2M +$166K +512 +16%
KFI
632
Key Financial Inc
Pennsylvania
$1.19M -$44.4K -137 -4%
KCM
633
Kendall Capital Management
Maryland
$1.19M +$829K +2,560 +226%
PIA
634
Petredis Investment Advisors
Pennsylvania
$1.19M – – –
KWM
635
Keebeck Wealth Management
Illinois
$1.19M – – –
WP
636
Westmount Partners
California
$1.18M – – –
LT
637
Legacy Trust
Michigan
$1.18M -$123K -380 -9%
IW
638
Instrumental Wealth
Florida
$1.16M – – –
TWM
639
TSA Wealth Management
Texas
$1.16M +$10.4K +32 +0.9%
HNB
640
Hilltop National Bank
Wyoming
$1.15M – – –
WIC
641
Whitegate Investment Counselors
New Hampshire
$1.15M – – –
MWM
642
Maridea Wealth Management
New York
$1.15M +$1.16M +3,567 New
MOS
643
MGO One Seven
Ohio
$1.14M -$362K -1,117 -24%
LPT
644
Legacy Private Trust
Wisconsin
$1.14M – – –
FAM
645
Flaharty Asset Management
Florida
$1.14M – – –
OFP
646
OFC Financial Planning
New Jersey
$1.13M +$1.14M +3,508 New
GLA
647
Good Life Advisors
Pennsylvania
$1.12M -$1.16M -3,596 -51%
KC
648
Kades & Cheifetz
Pennsylvania
$1.12M +$3.56K +11 +0.3%
RC
649
Roundview Capital
New Jersey
$1.12M +$52.2K +161 +5%
VF
650
Vawter Financial
Ohio
$1.11M -$22K -68 -2%
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