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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
626
Montecito Bank & Trust
California
$1.35M +$1.3M +3,699 New
KCM
627
Kendall Capital Management
Maryland
$1.35M – – –
PIA
628
Petredis Investment Advisors
Pennsylvania
$1.35M – – –
SWP
629
Strategic Wealth Partners
Ohio
$1.34M +$10.9K +31 +0.9%
RC
630
Rovin Capital
Arizona
$1.33M +$45.8K +130 +4%
VA
631
Valmark Advisers
Ohio
$1.32M -$4.58K -13 -0.4%
EI
632
Ellevest Inc
New York
$1.32M +$24.7K +70 +2%
CIA
633
Choate Investment Advisors
Massachusetts
$1.32M -$51.4K -146 -4%
HNB
634
Hilltop National Bank
Wyoming
$1.3M – – –
HWA
635
Heritage Wealth Advisors
Virginia
$1.3M – – –
LCWP
636
Legacy Capital Wealth Partners
Arkansas
$1.3M +$304K +862 +32%
WIC
637
Whitegate Investment Counselors
New Hampshire
$1.29M – – –
WHCI
638
W.H. Cornerstone Investments
Massachusetts
$1.29M -$22.5K -64 -2%
ORG
639
Optimist Retirement Group
Washington
$1.29M – – –
UWP
640
Uniting Wealth Partners
Kansas
$1.29M +$1.24M +3,523 New
BCM
641
Brookstone Capital Management
Illinois
$1.28M -$14.4K -41 -1%
WA
642
Wealthstream Advisors
New York
$1.28M – – –
SSC
643
Syverson Strege & Co
Iowa
$1.27M -$99.3K -282 -7%
LWMNY
644
Landmark Wealth Management (New York)
New York
$1.27M -$24.7K -70 -2%
VF
645
Vawter Financial
Ohio
$1.26M +$1.21M +3,443 New
AIM
646
Aspen Investment Management
Michigan
$1.26M – – –
OFP
647
OFC Financial Planning
New Jersey
$1.26M -$8.81K -25 -0.7%
FWA
648
FSM Wealth Advisors
Ohio
$1.26M +$43.7K +124 +4%
SC
649
Soundwatch Capital
Connecticut
$1.25M -$271K -768 -18%
FAM
650
Flaharty Asset Management
Florida
$1.25M – – –
24 25
26
27 28