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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
651
Concentric Wealth Management
California
$647K +$1.1K +5 +0.2%
DFA
652
DHK Financial Advisors
New Hampshire
$646K +$632K +2,870 New
SFO
653
Stokes Family Office
Louisiana
$643K +$173K +784 +38%
DDPIC
654
Deroy & Devereaux Private Investment Counsel
Michigan
$641K – – –
HW
655
Hancock Whitney
Mississippi
$639K -$5.69M -25,851 -90%
SYBT
656
Stock Yards Bank & Trust
Kentucky
$639K – – –
JWCA
657
J.W. Cole Advisors
Florida
$639K -$530K -2,407 -46%
BTI
658
Blue Trust Inc
Georgia
$637K +$290K +1,319 +77%
MPM
659
Meritage Portfolio Management
Kansas
$636K – – –
ATPW
660
Ashton Thomas Private Wealth
Arizona
$632K +$220 +1 +0%
HTC
661
Haverford Trust Company
Pennsylvania
$631K +$111K +506 +22%
AIP
662
Almanack Investment Partners
Pennsylvania
$630K – – –
CFO
663
Callan Family Office
Pennsylvania
$624K +$660 +3 +0.1%
RA
664
RFG Advisory
Alabama
$620K +$1.76K +8 +0.3%
ACIM
665
Azimuth Capital Investment Management
Michigan
$619K -$127K -575 -17%
SCA
666
STALEY CAPITAL ADVISERS
Pennsylvania
$618K – – –
TCM
667
Tandem Capital Management
New Jersey
$616K +$602K +2,735 New
GT
668
Greenleaf Trust
Michigan
$610K – – –
OFS
669
Oldfather Financial Services
Nebraska
$610K -$4.62K -21 -0.8%
BTW
670
Boston Trust Walden
Massachusetts
$609K – – –
CAL
671
Capital Advisors Ltd
Ohio
$609K +$14.7K +67 +3%
HWM
672
Hohimer Wealth Management
Washington
$609K – – –
CIA
673
Capital Investment Advisors
Georgia
$608K -$77.5K -352 -12%
ST
674
Sabal Trust
Florida
$607K -$863K -3,923 -59%
RPG
675
Resource Planning Group
Georgia
$607K -$9.68K -44 -0.9%
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