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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
651
Country Club Trust
Missouri
$484K – – –
WS
652
Wedbush Securities
California
$481K +$79.2K +336 +20%
AWM
653
Apollon Wealth Management
South Carolina
$478K +$1.65K +7 +0.4%
CCWA
654
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$475K +$463K +1,964 New
WW
655
Waterfront Wealth
Kansas
$472K – – –
JPG
656
Jordan Park Group
California
$465K +$453K +1,922 New
3LCM
657
3D/L Capital Management
Connecticut
$456K +$161K +685 +57%
EP
658
Edgestream Partners
New Jersey
$456K +$444K +1,883 New
CPO
659
Cerity Partners OCIO
New York
$452K -$49.5K -210 -10%
PA
660
Pinnacle Associates
New York
$450K – – –
NHC
661
Nicholas Hoffman & Company
Georgia
$447K – – –
CCC
662
Crescent Capital Consulting
Louisiana
$446K -$2.47M -10,471 -85%
DBT
663
Dubuque Bank & Trust
Iowa
$443K -$28.3K -120 -6%
DC
664
Davenport & Co
Virginia
$437K +$236 +1 +0.1%
BA
665
Bristlecone Advisors
Washington
$435K +$49K +208 +13%
OBWP
666
O'Brien Wealth Partners
Massachusetts
$432K -$60.6K -257 -13%
PA
667
Procyon Advisors
Connecticut
$431K – – –
FM
668
Foster & Motley
Ohio
$429K -$19.1K -81 -4%
LL
669
LPWM LLC
Minnesota
$428K -$124K -528 -23%
HPC
670
HM Payson & Co
Maine
$427K -$14.1K -60 -3%
MAM
671
Meeder Asset Management
Ohio
$427K – – –
PAS
672
Park Avenue Securities
New York
$425K +$130K +553 +46%
AUB
673
Atlantic Union Bankshares
Virginia
$423K +$35.3K +150 +9%
QCM
674
Quest Capital Management
Texas
$422K +$410K +1,741 New
TCWM
675
Total Clarity Wealth Management
Illinois
$420K +$11.8K +50 +3%
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