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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
701
Simon Quick Advisors
New Jersey
$1.06M +$165K +468 +19%
OWM
702
Orgel Wealth Management
Wisconsin
$1.06M – – –
CAL
703
Capital Advisors Ltd
Ohio
$1.06M +$3.87K +11 +0.4%
TCM
704
Tandem Capital Management
New Jersey
$1.06M – – –
FFA
705
Fi3 Financial Advisors
Indiana
$1.05M – – –
HNWA
706
Henrickson Nauta Wealth Advisors
Michigan
$1.05M – – –
WPA
707
West Paces Advisors
Georgia
$1.04M – – –
MPM
708
Meritage Portfolio Management
Kansas
$1.03M – – –
DC
709
Davenport & Co
Virginia
$1.03M +$1.06K +3 +0.1%
PWM
710
Penobscot Wealth Management
Maine
$1.02M -$33.5K -95 -3%
MOS
711
MGO One Seven
Ohio
$1.02M -$138K -391 -12%
MPW
712
MA Private Wealth
California
$1.02M -$33.5K -95 -3%
AIM
713
Avity Investment Management
Connecticut
$1.01M -$352 -1 -0%
FWI
714
Facet Wealth Inc
Maryland
$1.01M -$704 -2 -0.1%
SWM
715
Segment Wealth Management
Texas
$1.01M – – –
IWM
716
IHT Wealth Management
Illinois
$1M +$77.8K +221 +9%
CAAM
717
Cornerstone Advisors Asset Management
Pennsylvania
$1M -$1.8M -5,115 -65%
EW
718
Enzi Wealth
Texas
$1,000K – – –
FWP
719
Firethorn Wealth Partners
Georgia
$995K -$8.1K -23 -0.8%
BTW
720
Boston Trust Walden
Massachusetts
$989K – – –
FNT
721
First National Trust
Pennsylvania
$987K – – –
LP
722
LGL Partners
Pennsylvania
$983K +$2.47K +7 +0.3%
HTHT
723
Hemenway Trust Hemenway Trust
New Hampshire
$976K -$31.7K -90 -3%
LT
724
Legacy Trust
Michigan
$974K -$24.7K -70 -3%
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$973K -$19.7K -56 -2%
27 28
29
30 31