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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
676
TownSquare Capital
Utah
$903K +$226K +786 +35%
HTHT
677
Hemenway Trust Hemenway Trust
New Hampshire
$896K – – –
MWA
678
Midland Wealth Advisors
Illinois
$896K +$129K +450 +18%
HWA
679
Heartwood Wealth Advisors
Virginia
$886K – – –
RPGK
680
Retirement Planning Group (Kansas)
Kansas
$885K -$51.1K -178 -6%
VWM
681
Venturi Wealth Management
Texas
$876K – – –
TCM
682
Tandem Capital Management
New Jersey
$876K +$8.61K +30 +1%
WGCA
683
Wolf Group Capital Advisors
Virginia
$875K -$316K -1,100 -27%
WPA
684
West Paces Advisors
Georgia
$875K – – –
GT
685
Greenleaf Trust
Michigan
$874K +$2.01K +7 +0.2%
AF
686
Advisornet Financial
Minnesota
$872K -$109K -381 -12%
VAS
687
Vestmark Advisory Solutions
Massachusetts
$866K +$506K +1,761 +153%
GRP
688
Global Retirement Partners
California
$861K +$44.8K +156 +6%
CAL
689
Capital Advisors Ltd
Ohio
$861K – – –
TPWA
690
TRUE Private Wealth Advisors
Oregon
$859K -$15.2K -53 -2%
FFA
691
Fi3 Financial Advisors
Indiana
$853K – – –
SWM
692
Segment Wealth Management
Texas
$852K -$16.1K -56 -2%
LBC
693
Lowe Brockenbrough & Co
Virginia
$849K – – –
EW
694
Enzi Wealth
Texas
$845K -$62K -216 -7%
MPM
695
Meritage Portfolio Management
Kansas
$840K – – –
GIA
696
Gladstone Institutional Advisory
Florida
$839K -$24.1K -84 -3%
FA
697
Flagstar Advisors
New York
$837K -$23K -80 -3%
AA
698
Ancora Advisors
Ohio
$836K – – –
AIP
699
Almanack Investment Partners
Pennsylvania
$824K – – –
AMBIA
700
Allen Mooney & Barnes Investment Advisors
Georgia
$822K +$861 +3 +0.1%
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