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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
676
Cambridge Trust
Massachusetts
$358K – – –
AUB
677
Atlantic Union Bankshares
Virginia
$357K – – –
FPW
678
Flagship Private Wealth
Massachusetts
$357K +$219 +1 +0.1%
BA
679
Bristlecone Advisors
Washington
$355K -$54.7K -250 -14%
CAM
680
Cresset Asset Management
Illinois
$353K – – –
SPFA
681
Summit Place Financial Advisors
New Jersey
$353K – – –
PWLP
682
Prio Wealth Limited Partnership
Massachusetts
$351K – – –
TWM
683
Tradition Wealth Management
Minnesota
$349K -$65.7K -300 -16%
CFGS
684
Concourse Financial Group Securities
Alabama
$349K +$309K +1,411 +941%
FWP
685
FAS Wealth Partners
Kansas
$348K – – –
HCP
686
Holt Capital Partners
Texas
$344K – – –
KCM
687
Kendall Capital Management
Maryland
$343K – – –
PWP
688
Principle Wealth Partners
Connecticut
$343K +$95K +434 +39%
BFG
689
Barber Financial Group
Kansas
$341K – – –
PAG
690
Pinnacle Advisory Group
Maryland
$340K +$2.19K +10 +0.7%
IA
691
IFG Advisors
Missouri
$339K – – –
VCA
692
Verdence Capital Advisors
Maryland
$339K – – –
SW
693
SkyOak Wealth
Michigan
$338K -$28.9K -132 -8%
AC
694
Apella Capital
Connecticut
$338K – – –
EP
695
Eudaimonia Partners
Tennessee
$337K +$4.16K +19 +1%
ATC
696
Argent Trust Co
Tennessee
$336K -$504K -2,300 -61%
FC
697
Ferris Capital
Massachusetts
$336K – – –
UFF
698
USA Financial Formulas
Michigan
$335K -$20.4K -93 -6%
LWMG
699
Levy Wealth Management Group
Pennsylvania
$335K +$1.31K +6 +0.4%
MLIC
700
Mandatum Life Insurance Company
Finland
$332K – – –
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