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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
676
Cyndeo Wealth Partners
Florida
$903K +$109K +381 +14%
TC
677
TownSquare Capital
Utah
$903K +$226K +786 +35%
HTHT
678
Hemenway Trust Hemenway Trust
New Hampshire
$896K – – –
MWA
679
Midland Wealth Advisors
Illinois
$896K +$129K +450 +18%
HWA
680
Heartwood Wealth Advisors
Virginia
$886K – – –
RPGK
681
Retirement Planning Group (Kansas)
Kansas
$885K -$51.1K -178 -6%
VWM
682
Venturi Wealth Management
Texas
$876K – – –
TCM
683
Tandem Capital Management
New Jersey
$876K +$8.61K +30 +1%
WGCA
684
Wolf Group Capital Advisors
Virginia
$875K -$316K -1,100 -27%
WPA
685
West Paces Advisors
Georgia
$875K – – –
GT
686
Greenleaf Trust
Michigan
$874K +$2.01K +7 +0.2%
AF
687
Advisornet Financial
Minnesota
$872K -$109K -381 -12%
VAS
688
Vestmark Advisory Solutions
Massachusetts
$866K +$506K +1,761 +153%
GRP
689
Global Retirement Partners
California
$861K +$44.8K +156 +6%
CAL
690
Capital Advisors Ltd
Ohio
$861K – – –
TPWA
691
TRUE Private Wealth Advisors
Oregon
$859K -$15.2K -53 -2%
FFA
692
Fi3 Financial Advisors
Indiana
$853K – – –
SWM
693
Segment Wealth Management
Texas
$852K -$16.1K -56 -2%
LBC
694
Lowe Brockenbrough & Co
Virginia
$849K – – –
EW
695
Enzi Wealth
Texas
$845K -$62K -216 -7%
MPM
696
Meritage Portfolio Management
Kansas
$840K – – –
GIA
697
Gladstone Institutional Advisory
Florida
$839K -$24.1K -84 -3%
FA
698
Flagstar Advisors
New York
$837K -$23K -80 -3%
AA
699
Ancora Advisors
Ohio
$836K – – –
AIP
700
Almanack Investment Partners
Pennsylvania
$824K – – –
26 27
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