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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
701
Spinnaker Trust
Maine
$1.27M – – –
DC
702
Davenport & Co
Virginia
$1.26M +$38.4K +97 +3%
WW
703
Waterfront Wealth
Kansas
$1.26M -$7.53K -19 -0.6%
RWM
704
Rockwood Wealth Management
Pennsylvania
$1.26M -$793 -2 -0.1%
W
705
Wealthquest
Ohio
$1.25M – – –
HWA
706
Heartwood Wealth Advisors
Virginia
$1.25M +$32.1K +81 +3%
CA
707
Cortland Associates
Missouri
$1.24M – – –
TCM
708
Tassel Capital Management
North Carolina
$1.24M +$1.2M +3,016 New
CAL
709
Capital Advisors Ltd
Ohio
$1.22M -$2.77K -7 -0.2%
PWM
710
Praetorian Wealth Management
California
$1.22M -$119K -300 -9%
IA
711
IFG Advisors
Missouri
$1.22M +$1.58K +4 +0.1%
HPC
712
HM Payson & Co
Maine
$1.22M – – –
MFA
713
McClarren Financial Advisors
Pennsylvania
$1.22M -$34.5K -87 -3%
BBA
714
BLB&B Advisors
Pennsylvania
$1.21M -$7.93K -20 -0.7%
IW
715
Instrumental Wealth
Florida
$1.21M -$99.5K -251 -8%
OE
716
OFS Enterprise
Nebraska
$1.21M – – –
VWM
717
Venturi Wealth Management
Texas
$1.21M +$396 +1 +0%
BIA
718
Biondo Investment Advisors
Pennsylvania
$1.21M +$1.17M +2,943 New
FNBOO
719
First National Bank of Omaha
Nebraska
$1.2M – – –
JWM
720
JHP Wealth Management
Colorado
$1.2M -$793 -2 -0.1%
GT
721
Greenleaf Trust
Michigan
$1.2M – – –
PWPS
722
Pinnacle Wealth Planning Services
Ohio
$1.2M -$11.1K -28 -0.9%
CWA
723
CJM Wealth Advisers
Virginia
$1.2M – – –
TCM
724
Tandem Capital Management
New Jersey
$1.2M – – –
FHC
725
First Horizon Corporation
Tennessee
$1.19M -$438K -1,105 -28%
27 28
29
30 31